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
Prerak Parikh Prerak Parikh's Vanguard Experience July 2012 - Present
Job UI Developer at Vanguard
Industry Computer Software
Experience
Vanguard July 2012 - Present
OnLine Worlds September 2011 - December 2011
DEP, NYC Department of Environmental Protection June 2011 - August 2011
Villa Roma Resort March 2009 - July 2009
Pete’s Convenient Store November 2007 - September 2008
Skills
Java, C++, HTML, SQL, JavaScript, Microsoft Office, C, PHP, Microsoft Excel, CSS, C#, Windows, MySQL, Microsoft SQL Server, Linux
Education
State University of New York at Binghamton 2009 — 2012
Computer Science
Sullivan County Community College 2008 — 2009
Computer Information Systems
Vanguard July 2012 - Present
OnLine Worlds September 2011 - December 2011
DEP, NYC Department of Environmental Protection June 2011 - August 2011
Villa Roma Resort March 2009 - July 2009
Pete’s Convenient Store November 2007 - September 2008
Skills
Java, C++, HTML, SQL, JavaScript, Microsoft Office, C, PHP, Microsoft Excel, CSS, C#, Windows, MySQL, Microsoft SQL Server, Linux
Education
State University of New York at Binghamton 2009 — 2012
Computer Science
Sullivan County Community College 2008 — 2009
Computer Information Systems
Joseph Kusnick Joseph Kusnick's Vanguard Experience January 2008 - October 2009
Job Strategy and Operations Consultant | Lean Six Sigma Master Black Belt
Industry Management Consulting
Experience
Lincoln Financial Group May 2013 - Present
Cella Consulting August 2011 - May 2013
Rose International November 2009 - August 2011
Vanguard January 2008 - October 2009
Vanguard March 2006 - January 2008
Vanguard June 2004 - March 2006
Skills
Lean Six Sigma, Strategic Planning, Management Consulting, Operational Excellence, Change Leadership, Business Process..., Continuous Improvement, Operations Management, Business Modeling, Business Analytics, Leadership, Project Management, Business Analysis, Financial Reporting, Marketing Operations, Facilitation, Training & Development, Marketing Automation, Aprimo Certified, Change Management, Business Process, Process Improvement, Management, Program Management, CRM, Financial Services, Enterprise Software, Employee Training, Strategy, Analytics, Six Sigma
Education
Temple University - Fox School of Business and Management
Master of Business Administration (M.B.A.)
State University of New York at Binghamton
Political Science
Villanova University
Lean Six Sigma Master Black Belt Certificate
Lincoln Financial Group May 2013 - Present
Cella Consulting August 2011 - May 2013
Rose International November 2009 - August 2011
Vanguard January 2008 - October 2009
Vanguard March 2006 - January 2008
Vanguard June 2004 - March 2006
Skills
Lean Six Sigma, Strategic Planning, Management Consulting, Operational Excellence, Change Leadership, Business Process..., Continuous Improvement, Operations Management, Business Modeling, Business Analytics, Leadership, Project Management, Business Analysis, Financial Reporting, Marketing Operations, Facilitation, Training & Development, Marketing Automation, Aprimo Certified, Change Management, Business Process, Process Improvement, Management, Program Management, CRM, Financial Services, Enterprise Software, Employee Training, Strategy, Analytics, Six Sigma
Education
Temple University - Fox School of Business and Management
Master of Business Administration (M.B.A.)
State University of New York at Binghamton
Political Science
Villanova University
Lean Six Sigma Master Black Belt Certificate
Mary Kate (MK) Tengler Mary Kate (MK) Tengler's Vanguard Experience January 2013 - November 2013
Job Client Service Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
Vanguard January 2013 - November 2013
Skills
PowerPoint, Series 6, Series 63, Team Leadership, Series 7, Marketing, Mutual Funds, Customer Service, Event Planning, Financial Analysis, Hedge Funds, Microsoft Office, Microsoft Word, Research, Social Media, Social Networking, Public Speaking, Management, Investments, Leadership
Education
Biola University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
The Master's College
Charles Schwab November 2013 - Present
Vanguard January 2013 - November 2013
Skills
PowerPoint, Series 6, Series 63, Team Leadership, Series 7, Marketing, Mutual Funds, Customer Service, Event Planning, Financial Analysis, Hedge Funds, Microsoft Office, Microsoft Word, Research, Social Media, Social Networking, Public Speaking, Management, Investments, Leadership
Education
Biola University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
The Master's College
Christopher Stevelton's Vanguard Experience December 2014 - Present
Job Tech Central Representative at Vanguard
Industry Financial Services
Experience
Vanguard December 2014 - Present
DePuy Synthes August 2014 - December 2014
Santander Bank, N.A. November 2013 - August 2014
Teleflex April 2008 - November 2013
Alcon Laboratories, Inc. May 2006 - November 2007
Penske Truck Leasing March 2001 - March 2006
Skills
Troubleshooting, Computer Hardware, Hardware, Customer Service, Work Ethic, Oral & Written..., Always Punctual, Priority Setting, CompTIA A+ Certification, Microsoft Certified..., Microsoft Office, Mobile Devices, LANDesk, Computer Repair, Computer Proficiency, Computer Maintenance, Virus Removal, Windows XP Pro, Windows Vista, Windows 7, Windows 7 Migration, Software Documentation, Microsoft Exchange, Active Directory, Windows Registry, Operating Systems, Windows XP
Education
Berks Technical Institute 1995 — 1996
Certificate, Computer Software Applications
Reading Central Catholic High School 1989 — 1993
Diploma (High School), General Education
Vanguard December 2014 - Present
DePuy Synthes August 2014 - December 2014
Santander Bank, N.A. November 2013 - August 2014
Teleflex April 2008 - November 2013
Alcon Laboratories, Inc. May 2006 - November 2007
Penske Truck Leasing March 2001 - March 2006
Skills
Troubleshooting, Computer Hardware, Hardware, Customer Service, Work Ethic, Oral & Written..., Always Punctual, Priority Setting, CompTIA A+ Certification, Microsoft Certified..., Microsoft Office, Mobile Devices, LANDesk, Computer Repair, Computer Proficiency, Computer Maintenance, Virus Removal, Windows XP Pro, Windows Vista, Windows 7, Windows 7 Migration, Software Documentation, Microsoft Exchange, Active Directory, Windows Registry, Operating Systems, Windows XP
Education
Berks Technical Institute 1995 — 1996
Certificate, Computer Software Applications
Reading Central Catholic High School 1989 — 1993
Diploma (High School), General Education
Johnetta Newman's Vanguard Experience May 2005 - June 2009
Job Clerk at ADP Dealer Services
Industry Computer Software
Experience
ADP Dealer Services 2009 - Present
Vanguard May 2005 - June 2009
ARAMARK 2002 - 2004
Bloomsburg University 2001 - 2004
Skills
Customer Service, Microsoft Office, Access, Outlook, Microsoft Excel, HTML, Windows, Microsoft Word, PowerPoint, Databases, Team Leadership, Customer Satisfaction, Data Entry, Administrative...
Education
Bloomsburg University of Pennsylvania 2001 — 2004
Bachelor of Arts (BA), Communication and Media Studies
ADP Dealer Services 2009 - Present
Vanguard May 2005 - June 2009
ARAMARK 2002 - 2004
Bloomsburg University 2001 - 2004
Skills
Customer Service, Microsoft Office, Access, Outlook, Microsoft Excel, HTML, Windows, Microsoft Word, PowerPoint, Databases, Team Leadership, Customer Satisfaction, Data Entry, Administrative...
Education
Bloomsburg University of Pennsylvania 2001 — 2004
Bachelor of Arts (BA), Communication and Media Studies
Kim Shaw Kim Shaw's Vanguard Experience March 2001 - February 2003
Job Program & Sponsorship Manager at Penton
Industry Events Services
Experience
Penton April 2013 - Present
New Hope Natural Media June 2011 - April 2013
Xcel Energy February 2010 - June 2011
Toll Brothers January 2006 - August 2009
Toll Brothers April 2004 - January 2006
PHH Mortgage February 2003 - April 2004
Vanguard March 2001 - February 2003
Skills
Event Planning, Public Relations, Marketing Strategy
Education
Bloomsburg University of Pennsylvania 1996 — 2000
Bachelor's degree, Marketing
Penton April 2013 - Present
New Hope Natural Media June 2011 - April 2013
Xcel Energy February 2010 - June 2011
Toll Brothers January 2006 - August 2009
Toll Brothers April 2004 - January 2006
PHH Mortgage February 2003 - April 2004
Vanguard March 2001 - February 2003
Skills
Event Planning, Public Relations, Marketing Strategy
Education
Bloomsburg University of Pennsylvania 1996 — 2000
Bachelor's degree, Marketing
Cassandra Mack Cassandra Mack's Vanguard Experience November 2013 - May 2014
Job Networking Business Professional
Industry Consumer Services
Experience
The Art Institutes July 2015 - Present
Vanguard November 2013 - May 2014
CoreLogic January 2013 - October 2013
US Foods March 2011 - August 2011
LendingTree / RealEstate.com January 2006 - March 2011
American Business Women's Association of Charlotte Charter Chapter 2006 - 2008
Sprint June 2000 - June 2005
Skills
Mortgage Lending, Lead Generation, Cold Calling, Credit, Sales, Sales Management, Customer Service, Account Management, Selling, Customer Acquisition, Direct Sales, Analytics, Financial Services, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Loan Servicing, Data Entry, Call Centers, Reynolds, Team Building, Management, Corporate Training, Retail, Retail Marketing, Real Estate, Telecommunications, Social Networking, Social Media Marketing, Problem Solving, Internal Communications, Analysis, Leadership, Coaching, Team Leadership, Marketing
Education
University of Phoenix-Charlotte Campus 2011 — 2013
Master of Business Administration (MBA)
Benedict College 1995 — 2000
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
The Art Institutes July 2015 - Present
Vanguard November 2013 - May 2014
CoreLogic January 2013 - October 2013
US Foods March 2011 - August 2011
LendingTree / RealEstate.com January 2006 - March 2011
American Business Women's Association of Charlotte Charter Chapter 2006 - 2008
Sprint June 2000 - June 2005
Skills
Mortgage Lending, Lead Generation, Cold Calling, Credit, Sales, Sales Management, Customer Service, Account Management, Selling, Customer Acquisition, Direct Sales, Analytics, Financial Services, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Loan Servicing, Data Entry, Call Centers, Reynolds, Team Building, Management, Corporate Training, Retail, Retail Marketing, Real Estate, Telecommunications, Social Networking, Social Media Marketing, Problem Solving, Internal Communications, Analysis, Leadership, Coaching, Team Leadership, Marketing
Education
University of Phoenix-Charlotte Campus 2011 — 2013
Master of Business Administration (MBA)
Benedict College 1995 — 2000
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Lawrence P Cook Lawrence P Cook's Vanguard Experience September 2010 - May 2011
Job Curriculum Project Manager and Sr. Instructional Designer for NAVSESS
Industry Information Technology and Services
Experience
NAVSESS of Philadelphia April 2012 - Present
Burlington Coat Factory November 2011 - April 2012
Lockheed Martin May 2011 - September 2011
Vanguard September 2010 - May 2011
Lockheed Martin December 2001 - August 2010
PR Newswire February 2000 - March 2001
Skills
Program Management, Instructional Design, SCORM, E-Learning, Analysis, ADDIE, Training, Multimedia, Instructor-led Training, Curriculum Design, Quality Assurance, Needs Analysis, Technical Writing, Leadership, Captivate, Project Management
Education
Bloomsburg University of Pennsylvania 1999 — 2000
MS, Instructional Design
Bloomsburg University of Pennsylvania 1994 — 1998
BS, Exercise Science
NAVSESS of Philadelphia April 2012 - Present
Burlington Coat Factory November 2011 - April 2012
Lockheed Martin May 2011 - September 2011
Vanguard September 2010 - May 2011
Lockheed Martin December 2001 - August 2010
PR Newswire February 2000 - March 2001
Skills
Program Management, Instructional Design, SCORM, E-Learning, Analysis, ADDIE, Training, Multimedia, Instructor-led Training, Curriculum Design, Quality Assurance, Needs Analysis, Technical Writing, Leadership, Captivate, Project Management
Education
Bloomsburg University of Pennsylvania 1999 — 2000
MS, Instructional Design
Bloomsburg University of Pennsylvania 1994 — 1998
BS, Exercise Science
Jen Schmitt Jen Schmitt's Vanguard Experience 1998 - 2012
Job Manager, Internal Talent Acquisition at Amazon
Industry Information Technology and Services
Experience
Amazon March 2014 - Present
Amazon July 2012 - March 2014
Vanguard 1998 - 2012
Skills
Talent Management, Leadership Development, Operations Management, Recruiting, Team Leadership, Training Delivery, Process Improvement, Instructional Design, Relationship Management, Change Management, Talent Pipelining, Human Resources, Financial Services, Leadership, Management, Coaching, Onboarding, Project Management, Talent Acquisition, Team Building, Program Management, Performance Management
Education
Penn State University 2001 — 2003
Masters of Education, Instructional Systems - Adult Education, 4.0
Bloomsburg University of Pennsylvania 1993 — 1996
Bachelor's degree, Marketing, 3.67
Amazon March 2014 - Present
Amazon July 2012 - March 2014
Vanguard 1998 - 2012
Skills
Talent Management, Leadership Development, Operations Management, Recruiting, Team Leadership, Training Delivery, Process Improvement, Instructional Design, Relationship Management, Change Management, Talent Pipelining, Human Resources, Financial Services, Leadership, Management, Coaching, Onboarding, Project Management, Talent Acquisition, Team Building, Program Management, Performance Management
Education
Penn State University 2001 — 2003
Masters of Education, Instructional Systems - Adult Education, 4.0
Bloomsburg University of Pennsylvania 1993 — 1996
Bachelor's degree, Marketing, 3.67
Julie Goodwin Julie Goodwin's Vanguard Experience July 2011 - Present
Job Talent Advisor/ HR Recruiter at Vanguard
Industry Human Resources
Experience
Vanguard July 2011 - Present
Vanguard July 2010 - July 2011
Vanguard April 2010 - July 2010
Benefit Harbor December 2009 - January 2010
Moyer Indoor Outdoor August 2009 - December 2009
Skills
Employee Relations, ADP Payroll, HRIS, Interviews, Training, Human Resources, Hiring, Onboarding, Technical Recruiting, Strategic Planning, Benefits Administration, Applicant Tracking..., Networking, New Hire Orientations, Performance Appraisal, Customer Service, PeopleSoft, Recruiting, Employee Handbooks, Sourcing, Talent Acquisition, Employee Benefits, Employee Engagement, Talent Management, Behavioral Interviewing, Career Counseling, Building Relationships, Coaching, IT Recruitment, HR Consulting, Resume Writing, Career Development, College Recruiting, Temporary Staffing
Education
Villanova University 2009 — 2009
Human Resource Certification, Human Resources
Bloomsburg University of Pennsylvania 2005 — 2009
Bachelor, Business Administration Marketing
Vanguard July 2011 - Present
Vanguard July 2010 - July 2011
Vanguard April 2010 - July 2010
Benefit Harbor December 2009 - January 2010
Moyer Indoor Outdoor August 2009 - December 2009
Skills
Employee Relations, ADP Payroll, HRIS, Interviews, Training, Human Resources, Hiring, Onboarding, Technical Recruiting, Strategic Planning, Benefits Administration, Applicant Tracking..., Networking, New Hire Orientations, Performance Appraisal, Customer Service, PeopleSoft, Recruiting, Employee Handbooks, Sourcing, Talent Acquisition, Employee Benefits, Employee Engagement, Talent Management, Behavioral Interviewing, Career Counseling, Building Relationships, Coaching, IT Recruitment, HR Consulting, Resume Writing, Career Development, College Recruiting, Temporary Staffing
Education
Villanova University 2009 — 2009
Human Resource Certification, Human Resources
Bloomsburg University of Pennsylvania 2005 — 2009
Bachelor, Business Administration Marketing
Brandy Savage's Vanguard Experience 2014 - 2014
Job CIB OPs JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
Vanguard 2014 - 2014
Maria Josephs Manor 2013 - 2014
WillowTree Wellness and Counseling LLC 2013 - 2014
Bloomsburg YMCA 2011 - 2013
Skills
Childcare, Public Speaking, Community Outreach, Event Planning, Research, Customer Service, Staff Development, Teaching, Curriculum Development, Program Development, Series 63, Financial Services, Client Relations, Public Relations, Social Media, Social Networking, Newsletters, Microsoft Office, Investment Advisory..., Registered Investment...
Education
Bloomsburg University of Pennsylvania 2010 — 2014
Bachelor of Liberal Arts, Communication and Media Studies
FINRA
Series 63 License, Banking and Financial Support Services
J.P. Morgan December 2014 - Present
Vanguard 2014 - 2014
Maria Josephs Manor 2013 - 2014
WillowTree Wellness and Counseling LLC 2013 - 2014
Bloomsburg YMCA 2011 - 2013
Skills
Childcare, Public Speaking, Community Outreach, Event Planning, Research, Customer Service, Staff Development, Teaching, Curriculum Development, Program Development, Series 63, Financial Services, Client Relations, Public Relations, Social Media, Social Networking, Newsletters, Microsoft Office, Investment Advisory..., Registered Investment...
Education
Bloomsburg University of Pennsylvania 2010 — 2014
Bachelor of Liberal Arts, Communication and Media Studies
FINRA
Series 63 License, Banking and Financial Support Services
Kyle Biever Kyle Biever's Vanguard Experience November 2014 - Present
Job Particpant services at Vanguard
Industry Financial Services
Experience
Vanguard November 2014 - Present
Xtreme National Services Inc January 2014 - March 2014
Berardelli Pool Service May 2012 - November 2013
Express January 2013 - March 2013
Spring-Ford Country Club January 2006 - January 2011
Skills
Sales, Customer Service, Team Leadership, Inventory Management, Client Billing, Teamwork, Account Management, Budgets, Microsoft Office, Team Building, Microsoft Word
Education
Bloomsburg University of Pennsylvania 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Montgomery County Community College 2008 — 2009
Community College of Allegheny County 2007 — 2008
Bachelor of Business Administration (B.B.A.)
Vanguard November 2014 - Present
Xtreme National Services Inc January 2014 - March 2014
Berardelli Pool Service May 2012 - November 2013
Express January 2013 - March 2013
Spring-Ford Country Club January 2006 - January 2011
Skills
Sales, Customer Service, Team Leadership, Inventory Management, Client Billing, Teamwork, Account Management, Budgets, Microsoft Office, Team Building, Microsoft Word
Education
Bloomsburg University of Pennsylvania 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Montgomery County Community College 2008 — 2009
Community College of Allegheny County 2007 — 2008
Bachelor of Business Administration (B.B.A.)
Gina Fanelli's Vanguard Experience September 2014 - Present
Job Learning and Development Consultant at Vanguard
Industry Human Resources
Experience
Vanguard September 2014 - Present
Vanguard January 2013 - September 2014
Bloomsburg University May 2011 - December 2012
Skills
Photoshop, Illustrator, InDesign, Dreamweaver, Flash, basic CSS, basic html, Captivate, Jing, Audacity, PowerPoint, Word, Outlook, Articulate, Microsoft Word, Training, Camtasia, ADDIE, Blended Learning, Leadership, Project Management, Learning Management..., Instructional Design
Education
Bloomsburg University of Pennsylvania 2011 — 2013
MS, Instructional Technology
Bloomsburg University of Pennsylvania 2007 — 2011
BA, Mass Communication, Public Relations
Nanjing University 2009 — 2009
O'Hara
Vanguard September 2014 - Present
Vanguard January 2013 - September 2014
Bloomsburg University May 2011 - December 2012
Skills
Photoshop, Illustrator, InDesign, Dreamweaver, Flash, basic CSS, basic html, Captivate, Jing, Audacity, PowerPoint, Word, Outlook, Articulate, Microsoft Word, Training, Camtasia, ADDIE, Blended Learning, Leadership, Project Management, Learning Management..., Instructional Design
Education
Bloomsburg University of Pennsylvania 2011 — 2013
MS, Instructional Technology
Bloomsburg University of Pennsylvania 2007 — 2011
BA, Mass Communication, Public Relations
Nanjing University 2009 — 2009
O'Hara
Christopher Engart Christopher Engart's Vanguard Experience September 2010 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard September 2010 - Present
Live Nation January 2009 - August 2010
Philadelphia Flyers June 2006 - December 2008
AIG American General September 2005 - May 2006
Skills
Account Management, CRM, Social Media, Online Advertising, Leadership, Cold Calling, Management, Budgets, Sponsorship Sales, Salesforce.com, Territory Management, Microsoft Office
Education
Bloomsburg University of Pennsylvania 2001 — 2005
BS, Marketing
Upper Dublin High School 1997 — 2001
General Studies, Hight School
Vanguard September 2010 - Present
Live Nation January 2009 - August 2010
Philadelphia Flyers June 2006 - December 2008
AIG American General September 2005 - May 2006
Skills
Account Management, CRM, Social Media, Online Advertising, Leadership, Cold Calling, Management, Budgets, Sponsorship Sales, Salesforce.com, Territory Management, Microsoft Office
Education
Bloomsburg University of Pennsylvania 2001 — 2005
BS, Marketing
Upper Dublin High School 1997 — 2001
General Studies, Hight School
Madeline Kearney Madeline Kearney's Vanguard Experience June 2014 - Present
Job HR Transaction Center Specialist at Vanguard
Industry Human Resources
Experience
Vanguard June 2014 - Present
S & B Industrial Minerals North America April 2014 - June 2014
UniTek Global Services August 2013 - April 2014
Girl Scouts of Eastern Pennsylvania June 2012 - August 2013
Bloomsburg University January 2012 - May 2012
Dunkin Donuts January 2011 - May 2012
Build a Bear Workshop - King of Prussia, PA June 2006 - January 2012
Bloomsburg University August 2009 - May 2010
Skills
Multitasker, Organizational, Communication, Social, Team Building, Business Management, Customer Service, Event Planning, Employee Relations, Hiring, Innovation, Team Leadership, Microsoft Office, Mentoring, Social Media, Social Networking, Human Resources, Time Management, Interviews, Sales, Training, Recruiting, Outlook, Microsoft Word, PowerPoint, Public Speaking, Employee Training, Staff Development, Microsoft Excel, Organizational..., Customer Satisfaction, Resume Writing, Performance Management, Onboarding, College Recruiting, New Hire Orientations, Benefits Administration, Coaching, Management
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Science, Business Administration; Business Management; Human Resources
Vanguard June 2014 - Present
S & B Industrial Minerals North America April 2014 - June 2014
UniTek Global Services August 2013 - April 2014
Girl Scouts of Eastern Pennsylvania June 2012 - August 2013
Bloomsburg University January 2012 - May 2012
Dunkin Donuts January 2011 - May 2012
Build a Bear Workshop - King of Prussia, PA June 2006 - January 2012
Bloomsburg University August 2009 - May 2010
Skills
Multitasker, Organizational, Communication, Social, Team Building, Business Management, Customer Service, Event Planning, Employee Relations, Hiring, Innovation, Team Leadership, Microsoft Office, Mentoring, Social Media, Social Networking, Human Resources, Time Management, Interviews, Sales, Training, Recruiting, Outlook, Microsoft Word, PowerPoint, Public Speaking, Employee Training, Staff Development, Microsoft Excel, Organizational..., Customer Satisfaction, Resume Writing, Performance Management, Onboarding, College Recruiting, New Hire Orientations, Benefits Administration, Coaching, Management
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Science, Business Administration; Business Management; Human Resources
Michael R Zunino, CRC, RICP's Vanguard Experience May 2007 - July 2010
Job Investment Product Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company May 2012 - April 2013
New York Life Insurance Company July 2010 - May 2012
Vanguard May 2007 - July 2010
Skills
Series 7, Series 66, Series 6, Series 63, Life and Health..., Certified Retirement..., Retirement Income..., Retirement Plan..., Retirement Planning, Qualified Retirement..., Investment Strategies, 401k Rollovers, Mutual Funds, ETFs, Investments, IRAs, Roth IRA, Fixed Annuities, Variable Annuities, Annuity Sales, Rollovers, Strategic Sales Plans, 401k, Retirement, Financial Planning
Education
Bloomsburg University of Pennsylvania 2003 — 2007
BS, Finance
Allentown Central Catholic High School 1999 — 2003
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company May 2012 - April 2013
New York Life Insurance Company July 2010 - May 2012
Vanguard May 2007 - July 2010
Skills
Series 7, Series 66, Series 6, Series 63, Life and Health..., Certified Retirement..., Retirement Income..., Retirement Plan..., Retirement Planning, Qualified Retirement..., Investment Strategies, 401k Rollovers, Mutual Funds, ETFs, Investments, IRAs, Roth IRA, Fixed Annuities, Variable Annuities, Annuity Sales, Rollovers, Strategic Sales Plans, 401k, Retirement, Financial Planning
Education
Bloomsburg University of Pennsylvania 2003 — 2007
BS, Finance
Allentown Central Catholic High School 1999 — 2003
Mario Nardone, CFA Mario Nardone, CFA's Vanguard Experience 1999 - 2010
Job President and Founder East Bay Financial Services, LLC
Industry Investment Management
Experience
East Bay Financial Services July 2013 - Present
Morris Financial Concepts, Inc. January 2010 - August 2013
Vanguard 1999 - 2010
Skills
Investments, Mutual Funds, Portfolio Management, Wealth Management, Financial Services, ETFs, Asset Management, Asset Allocation, Series 7, Investment Strategies
Education
Bloomsburg University of Pennsylvania 1995 — 1999
BS, Finance
East Bay Financial Services July 2013 - Present
Morris Financial Concepts, Inc. January 2010 - August 2013
Vanguard 1999 - 2010
Skills
Investments, Mutual Funds, Portfolio Management, Wealth Management, Financial Services, ETFs, Asset Management, Asset Allocation, Series 7, Investment Strategies
Education
Bloomsburg University of Pennsylvania 1995 — 1999
BS, Finance
Moore Jerry Moore Jerry's Vanguard Experience January 2014 - Present
Job
Industry Information Technology and Services
Experience
Vanguard January 2014 - Present
Vanguard December 1998 - Present
jemomusic inc September 1997 - Present
Colonial Penn Life Insurance June 1985 - December 1998
Skills
HTML, Unix, Windows, Visio, SDLC, Java, JCL, Information Security, SharePoint
Education
Berklee College of Music 1975 — 1980
Bachelor of Arts, Music Composition
Vanguard January 2014 - Present
Vanguard December 1998 - Present
jemomusic inc September 1997 - Present
Colonial Penn Life Insurance June 1985 - December 1998
Skills
HTML, Unix, Windows, Visio, SDLC, Java, JCL, Information Security, SharePoint
Education
Berklee College of Music 1975 — 1980
Bachelor of Arts, Music Composition
Vidhyanandhini Krishnasamy Vidhyanandhini Krishnasamy's Vanguard Experience June 2012 - Present
Job Technical Solution Architect at Vanguard
Industry Information Technology and Services
Experience
STLogics June 2012 - Present
Vanguard June 2012 - Present
Datalinkage Software, Inc. July 2011 - May 2012
Connexus Corp. July 2009 - June 2011
Datalinkage Software Inc. August 2007 - April 2009
Infosys July 2002 - September 2006
Polaris Financial Technology Limited April 2000 - June 2002
Skills
.NET, C#, Software Project..., Web Development, Agile Methodologies, ASP.NET AJAX, Telerik Controls, HTML, JavaScript, CSS, Java, J2EE Application..., Web Services, ASP.NET, VB.NET, ASP, MVC, WCF, XML, Crystal Reports, Microsoft SQL Server, SSIS, VSS, Subversion, Smartco, CRD, Software Development, Test Driven Development, SOA, OOP, ASP.NET MVC, XSLT, Scrum, Oracle, SDLC, PL/SQL, Agile Project Management, SQL, jQuery, Requirements Analysis, Databases, Programming, Enterprise Architecture, SOAP, REST, LINQ, ADO.NET, Object Oriented Design, Testing, T-SQL
Education
Bharathidasan University 1995 — 1999
Bachelor of Engineering (B.E.), Computer Science and Engineering
STLogics June 2012 - Present
Vanguard June 2012 - Present
Datalinkage Software, Inc. July 2011 - May 2012
Connexus Corp. July 2009 - June 2011
Datalinkage Software Inc. August 2007 - April 2009
Infosys July 2002 - September 2006
Polaris Financial Technology Limited April 2000 - June 2002
Skills
.NET, C#, Software Project..., Web Development, Agile Methodologies, ASP.NET AJAX, Telerik Controls, HTML, JavaScript, CSS, Java, J2EE Application..., Web Services, ASP.NET, VB.NET, ASP, MVC, WCF, XML, Crystal Reports, Microsoft SQL Server, SSIS, VSS, Subversion, Smartco, CRD, Software Development, Test Driven Development, SOA, OOP, ASP.NET MVC, XSLT, Scrum, Oracle, SDLC, PL/SQL, Agile Project Management, SQL, jQuery, Requirements Analysis, Databases, Programming, Enterprise Architecture, SOAP, REST, LINQ, ADO.NET, Object Oriented Design, Testing, T-SQL
Education
Bharathidasan University 1995 — 1999
Bachelor of Engineering (B.E.), Computer Science and Engineering
Robert Hardcastle Robert Hardcastle's Vanguard Experience May 2014 - November 2014
Job UX Analyst at Ellucian
Industry Internet
Experience
Ellucian November 2014 - Present
Philadelphia University August 2014 - Present
Vanguard May 2014 - November 2014
MeetMe January 2013 - May 2014
Skills
User Experience Design, UI/UX, Interaction Design, Social Media, HTML, CSS, Social Networking, Digital Marketing, Facebook, Digital Media, Blogging, Arduino, Processing, Physical Computing, Industrial Design
Education
Philadelphia University 2011 — 2014
Berklee College of Music
Bachelor's degree, Music
Ellucian November 2014 - Present
Philadelphia University August 2014 - Present
Vanguard May 2014 - November 2014
MeetMe January 2013 - May 2014
Skills
User Experience Design, UI/UX, Interaction Design, Social Media, HTML, CSS, Social Networking, Digital Marketing, Facebook, Digital Media, Blogging, Arduino, Processing, Physical Computing, Industrial Design
Education
Philadelphia University 2011 — 2014
Berklee College of Music
Bachelor's degree, Music
Bryan Saylor CFP®'s Vanguard Experience March 2004 - November 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - September 2015
Vanguard March 2004 - November 2012
Skills
Wealth Management, Series 7, CRM, Mutual Funds, Retirement Planning, Microsoft Excel, Investments, Certified Financial..., Strategic Planning, Series 63
Education
Bloomsburg University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Economics
Fidelity Investments December 2012 - September 2015
Vanguard March 2004 - November 2012
Skills
Wealth Management, Series 7, CRM, Mutual Funds, Retirement Planning, Microsoft Excel, Investments, Certified Financial..., Strategic Planning, Series 63
Education
Bloomsburg University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Economics
Greg Banis Greg Banis's Vanguard Experience March 2013 - Present
Job Operations Associate at The Vanguard Group, Inc.
Industry Financial Services
Experience
Vanguard March 2013 - Present
East Rockhill Township May 2009 - December 2012
Skills
Visual Basic, Microsoft Office, PowerPoint, Excel, Visual Studio, Leadership, Outlook, Microsoft Word, Research, Access, Customer Service, Visio, Microsoft Excel, Facebook, Social Media, Teamwork, Time Management, Management
Education
Bloomsburg University of Pennsylvania 2008 — 2012
BA, Mathematics
Vanguard March 2013 - Present
East Rockhill Township May 2009 - December 2012
Skills
Visual Basic, Microsoft Office, PowerPoint, Excel, Visual Studio, Leadership, Outlook, Microsoft Word, Research, Access, Customer Service, Visio, Microsoft Excel, Facebook, Social Media, Teamwork, Time Management, Management
Education
Bloomsburg University of Pennsylvania 2008 — 2012
BA, Mathematics
Matt Tortorello Matt Tortorello's Vanguard Experience June 2013 - August 2015
Job CMBS Analyst at Kroll Bond Rating Agency, Inc.
Industry Capital Markets
Experience
Kroll Bond Rating Agency, Inc. August 2015 - Present
Vanguard June 2013 - August 2015
Crowell School of Business Investment Society Biola University February 2011 - December 2012
Bank of America Merrill Lynch June 2012 - August 2012
Torel Custom Homes June 2011 - August 2011
Skills
Market Research, Investments, Marketing Strategy, Marketing Research, Real Estate, Budgets, Finance, Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Training, Leadership, Financial Modeling, Financial Analysis, Equities, Equity Research, Research
Education
Biola University 2009 — 2013
B.S., Business Administration, 3.8 GPA
Roehampton University 2011 — 2011
Study Abroad, Business and History, 3.8 GPA
Kroll Bond Rating Agency, Inc. August 2015 - Present
Vanguard June 2013 - August 2015
Crowell School of Business Investment Society Biola University February 2011 - December 2012
Bank of America Merrill Lynch June 2012 - August 2012
Torel Custom Homes June 2011 - August 2011
Skills
Market Research, Investments, Marketing Strategy, Marketing Research, Real Estate, Budgets, Finance, Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Training, Leadership, Financial Modeling, Financial Analysis, Equities, Equity Research, Research
Education
Biola University 2009 — 2013
B.S., Business Administration, 3.8 GPA
Roehampton University 2011 — 2011
Study Abroad, Business and History, 3.8 GPA
Bhavin Vyas Bhavin Vyas's Vanguard Experience February 2013 - September 2014
Job Senior Sharepoint Developer at Federal Reserve Bank of Philadelphia
Industry Financial Services
Experience
Federal Reserve Bank of Philadelphia October 2014 - Present
Vanguard February 2013 - September 2014
Quickstart Global May 2011 - September 2012
(n)Code Solutions September 2009 - May 2011
Cybage December 2007 - June 2009
Skills
SharePoint, C#, SSIS, ASP.NET MVC, SSRS, WCF, Microsoft CRM, ASP.NET, .NET, Microsoft SQL Server, Agile Methodologies, Microsoft Office..., JavaScript, SDLC, jQuery, IIS, SQL, Microsoft Technologies, LINQ, Requirements Gathering, Visual Studio, Requirements Analysis, Agile Project Management, XML
Education
Dharmsinh Desai Institute of Technology 2005 — 2008
BE, Computers
Bharati Vidyapeeth 2001 — 2004
Diploma, Computers
Federal Reserve Bank of Philadelphia October 2014 - Present
Vanguard February 2013 - September 2014
Quickstart Global May 2011 - September 2012
(n)Code Solutions September 2009 - May 2011
Cybage December 2007 - June 2009
Skills
SharePoint, C#, SSIS, ASP.NET MVC, SSRS, WCF, Microsoft CRM, ASP.NET, .NET, Microsoft SQL Server, Agile Methodologies, Microsoft Office..., JavaScript, SDLC, jQuery, IIS, SQL, Microsoft Technologies, LINQ, Requirements Gathering, Visual Studio, Requirements Analysis, Agile Project Management, XML
Education
Dharmsinh Desai Institute of Technology 2005 — 2008
BE, Computers
Bharati Vidyapeeth 2001 — 2004
Diploma, Computers
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
Drue Holloway Drue Holloway's Vanguard Experience March 2012 - January 2013
Job MBA Candidate at Johnson Graduate School of Management at Cornell University
Industry Management Consulting
Experience
Liberty Mutual Insurance June 2015 - Present
Johnson Graduate School of Management at Cornell University July 2014 - Present
UBS Wealth Management January 2013 - June 2014
Vanguard March 2012 - January 2013
Branch Banking and Trust Company June 2011 - March 2012
Birmingham-Southern Senior Research January 2011 - January 2011
Skills
Strategy, Series 7, Wealth Management, CRM, Financial Analysis, PowerPoint, Microsoft Excel, Strategic Planning, Microsoft Office
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Birmingham-Southern College 2009 — 2011
Bachelor's Degree, Business Administration
Florida State University 2007 — 2009
Bachelor's Degree
Liberty Mutual Insurance June 2015 - Present
Johnson Graduate School of Management at Cornell University July 2014 - Present
UBS Wealth Management January 2013 - June 2014
Vanguard March 2012 - January 2013
Branch Banking and Trust Company June 2011 - March 2012
Birmingham-Southern Senior Research January 2011 - January 2011
Skills
Strategy, Series 7, Wealth Management, CRM, Financial Analysis, PowerPoint, Microsoft Excel, Strategic Planning, Microsoft Office
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Birmingham-Southern College 2009 — 2011
Bachelor's Degree, Business Administration
Florida State University 2007 — 2009
Bachelor's Degree
Madeline Tambussi Madeline Tambussi's Vanguard Experience September 2014 - May 2015
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Vanguard September 2014 - May 2015
Mod Hatter May 2011 - August 2014
Wedgewood Swim Club June 2008 - August 2010
The Paper Pad 2005 - 2009
Education
Franklin and Marshall College 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
Haddonfield Memorial High School 2006 — 2010
Birkbeck, U. of London
Study Abroad Spring 2013, Political Science and Government
Fidelity Investments May 2015 - Present
Vanguard September 2014 - May 2015
Mod Hatter May 2011 - August 2014
Wedgewood Swim Club June 2008 - August 2010
The Paper Pad 2005 - 2009
Education
Franklin and Marshall College 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
Haddonfield Memorial High School 2006 — 2010
Birkbeck, U. of London
Study Abroad Spring 2013, Political Science and Government
Amy ONeill Amy ONeill's Vanguard Experience January 1999 - January 2003
Job Analyst at PharmaBioSource, Inc.
Industry Pharmaceuticals
Experience
PharmaBioSource, Inc. April 2008 - Present
Vanguard Charitable November 2004 - October 2007
Vanguard January 1999 - January 2003
Vanguard January 1997 - January 1999
Skills
Process Improvement, Management, Leadership, Program Management, Cross-functional Team..., Customer Service, Pharmaceutical Industry, FDA
Education
Bloomsburg University of Pennsylvania
B.S, Elementary Education
PharmaBioSource, Inc. April 2008 - Present
Vanguard Charitable November 2004 - October 2007
Vanguard January 1999 - January 2003
Vanguard January 1997 - January 1999
Skills
Process Improvement, Management, Leadership, Program Management, Cross-functional Team..., Customer Service, Pharmaceutical Industry, FDA
Education
Bloomsburg University of Pennsylvania
B.S, Elementary Education
John McClurkin John McClurkin's Vanguard Experience October 2013 - Present
Job Financial Professional at AXA Equitable
Industry Marketing and Advertising
Experience
Vanguard October 2013 - Present
Frog Hollow Racquet Club May 2008 - June 2014
AXA Equitable September 2012 - September 2013
New Era Tickets September 2011 - September 2012
Philadelphia Freedoms 2011 - 2011
Texas Roadhouse January 2007 - June 2007
West-Mont United Soccer Association 2005 - 2005
Skills
Sports, PowerPoint, Word, Excel, Microsoft Office, Customer Service, Public Relations, Social Networking, Social Media, Microsoft Excel, Event Planning, Leadership, Microsoft Word
Education
Bloomsburg University of Pennsylvania 2007 — 2011
B.S.B.A, Management/Minor in Marketing
Spring-Ford Senior High School 2004 — 2007
High School Diploma
Vanguard October 2013 - Present
Frog Hollow Racquet Club May 2008 - June 2014
AXA Equitable September 2012 - September 2013
New Era Tickets September 2011 - September 2012
Philadelphia Freedoms 2011 - 2011
Texas Roadhouse January 2007 - June 2007
West-Mont United Soccer Association 2005 - 2005
Skills
Sports, PowerPoint, Word, Excel, Microsoft Office, Customer Service, Public Relations, Social Networking, Social Media, Microsoft Excel, Event Planning, Leadership, Microsoft Word
Education
Bloomsburg University of Pennsylvania 2007 — 2011
B.S.B.A, Management/Minor in Marketing
Spring-Ford Senior High School 2004 — 2007
High School Diploma
Christine Rogers-Raetsch Christine Rogers-Raetsch's Vanguard Experience July 2013 - Present
Job Chief Diversity Officer
Industry Financial Services
Experience
Vanguard July 2013 - Present
Vanguard July 2010 - Present
Vanguard July 2008 - Present
Skills
Investments, Mutual Funds, Risk Management, Series 7, Leadership, Process Improvement, Series 63, CRM, Operations Management, Series 24, ETFs, Financial Services, Asset Allocation, Retirement Planning, Securities
Education
Villanova University 2002 — 2007
MBA, Marketing
Bloomsburg University of Pennsylvania
BA, History and Political Science
Villanova University
MA, History
Vanguard July 2013 - Present
Vanguard July 2010 - Present
Vanguard July 2008 - Present
Skills
Investments, Mutual Funds, Risk Management, Series 7, Leadership, Process Improvement, Series 63, CRM, Operations Management, Series 24, ETFs, Financial Services, Asset Allocation, Retirement Planning, Securities
Education
Villanova University 2002 — 2007
MBA, Marketing
Bloomsburg University of Pennsylvania
BA, History and Political Science
Villanova University
MA, History
Kevin Pitkin Kevin Pitkin's Vanguard Experience September 2014 - May 2015
Job Internet Consultant
Industry Marketing and Advertising
Experience
iMatrix June 2015 - Present
Vanguard September 2014 - May 2015
Harbor Outfitters May 2011 - September 2014
Owner's Representative, LLC January 2014 - July 2014
Skills
Microsoft Excel, Precision Tree, Social Media, Marketing, Sales, Customer Service, Microsoft Office, Photoshop, Online Marketing, Leadership, Business Development, PowerPoint, Management, Team Building, Public Speaking, Microsoft Word, Social Networking, Time Management, Teamwork, Finance
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Business Administration, Management
Griffith University
Marketing, Management
iMatrix June 2015 - Present
Vanguard September 2014 - May 2015
Harbor Outfitters May 2011 - September 2014
Owner's Representative, LLC January 2014 - July 2014
Skills
Microsoft Excel, Precision Tree, Social Media, Marketing, Sales, Customer Service, Microsoft Office, Photoshop, Online Marketing, Leadership, Business Development, PowerPoint, Management, Team Building, Public Speaking, Microsoft Word, Social Networking, Time Management, Teamwork, Finance
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Business Administration, Management
Griffith University
Marketing, Management
Jacklin Youssef, CFP®, EA, MST's Vanguard Experience April 2010 - Present
Job at the Vanguard Group
Industry Financial Services
Experience
Vanguard April 2010 - Present
PricewaterhouseCoopers January 2009 - April 2010
Citigroup Smith Barney August 2007 - January 2009
Ernst & Young September 1999 - August 2007
Northwestern Mutual 1999 - 1999
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Asset Managment, Estate Planning, High Net Worth..., Wealth, Asset Management, Wealth Management..., Asset Allocation, Financial Planners, Finance, Financial Planning, Investment Management, Financial Advisory, Investment Strategies, Investments, Life Insurance, Mutual Funds, Retirement, Small Business, Tax, Series 7
Education
Bentley University 2010 — 2012
Masters in Taxation, Masters in Taxation
New Jersey City University 1996 — 1999
BS, Finance
Vanguard April 2010 - Present
PricewaterhouseCoopers January 2009 - April 2010
Citigroup Smith Barney August 2007 - January 2009
Ernst & Young September 1999 - August 2007
Northwestern Mutual 1999 - 1999
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Asset Managment, Estate Planning, High Net Worth..., Wealth, Asset Management, Wealth Management..., Asset Allocation, Financial Planners, Finance, Financial Planning, Investment Management, Financial Advisory, Investment Strategies, Investments, Life Insurance, Mutual Funds, Retirement, Small Business, Tax, Series 7
Education
Bentley University 2010 — 2012
Masters in Taxation, Masters in Taxation
New Jersey City University 1996 — 1999
BS, Finance
Ayad Amary's Vanguard Experience August 2013 - February 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
Scottrade February 2014 - September 2015
Vanguard August 2013 - February 2014
Vanguard September 2012 - August 2013
Affinity Trading Institute ( Legend Securities) December 2009 - August 2012
Johnson & Johnson March 2006 - June 2009
RYAN BECK & CO. November 2000 - September 2005
Skills
Technical Analysis, Financial Analysis, Risk Management, Microsoft Office, Salesforce.com, Web Conferences, Presentations, Back Office, Financial Advisory, Foreign Exchange..., Chartered Financial..., Negotiation, Portfolio Management, Trading, Series 7, Options, Fixed Income, Investments
Education
Bloomsburg University of Pennsylvania 1993 — 1997
BSBA, Marketing
TIAA-CREF September 2015 - Present
Scottrade February 2014 - September 2015
Vanguard August 2013 - February 2014
Vanguard September 2012 - August 2013
Affinity Trading Institute ( Legend Securities) December 2009 - August 2012
Johnson & Johnson March 2006 - June 2009
RYAN BECK & CO. November 2000 - September 2005
Skills
Technical Analysis, Financial Analysis, Risk Management, Microsoft Office, Salesforce.com, Web Conferences, Presentations, Back Office, Financial Advisory, Foreign Exchange..., Chartered Financial..., Negotiation, Portfolio Management, Trading, Series 7, Options, Fixed Income, Investments
Education
Bloomsburg University of Pennsylvania 1993 — 1997
BSBA, Marketing
Kaitlin Boudman Kaitlin Boudman's Vanguard Experience September 2012 - Present
Job Investment Consultant at Vanguard
Industry Investment Banking
Experience
Vanguard September 2012 - Present
Vanguard December 2009 - September 2012
American Eagle Outfitters May 2004 - May 2010
The Vanguard Group December 2007 - December 2009
Skills
Asset Allocation, Investments, Sales, Relationship Management, Microsoft Excel, Customer Service, Lotus Notes, Portfolio Management, PowerPoint, Retail, Time Management, Microsoft Word
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelors, Psychology, Concentration in Children Family and Youth
Vanguard September 2012 - Present
Vanguard December 2009 - September 2012
American Eagle Outfitters May 2004 - May 2010
The Vanguard Group December 2007 - December 2009
Skills
Asset Allocation, Investments, Sales, Relationship Management, Microsoft Excel, Customer Service, Lotus Notes, Portfolio Management, PowerPoint, Retail, Time Management, Microsoft Word
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelors, Psychology, Concentration in Children Family and Youth
Erin Findlen's Vanguard Experience May 2006 - September 2006
Job Economic Development Assistant at the City of Lowell
Industry Government Administration
Experience
City of Lowell May 2009 - Present
Vanguard May 2006 - September 2006
Skills
Community Outreach, Economic Development, Event Planning, Community Development, Social Media, Public Relations, Government, Microsoft Office, Event Management, PowerPoint, Microsoft Excel, Business Development
Education
Bloomsburg University of Pennsylvania 2005 — 2009
Geography, City/Urban, Community and Regional Planning
James Cook University 2008 — 2008
Geography, City/Urban, Community and Regional Planning
Downingtown East High School
City of Lowell May 2009 - Present
Vanguard May 2006 - September 2006
Skills
Community Outreach, Economic Development, Event Planning, Community Development, Social Media, Public Relations, Government, Microsoft Office, Event Management, PowerPoint, Microsoft Excel, Business Development
Education
Bloomsburg University of Pennsylvania 2005 — 2009
Geography, City/Urban, Community and Regional Planning
James Cook University 2008 — 2008
Geography, City/Urban, Community and Regional Planning
Downingtown East High School
Jeffrey MacManiman's Vanguard Experience November 2004 - March 2008
Job
Industry Financial Services
Experience
Vanguard November 2004 - March 2008
Randstad Technologies US January 2004 - November 2004
Skills
Accounting, Bookkeeping, Account Reconciliation, Accounts Payable, Accounts Receivable, Finance, Project Management, SharePoint, Relationship Management, Technical Support, Financial Reporting, Non-profits, Financial Analysis, QuickBooks, General Ledger, Technical Writing, Financial Accounting, Strategic Financial..., Nonprofits, Microsoft Excel, Access, Budgets, Mutual Funds, Business Process..., GAAP, Analysis, Process Improvement, Income Tax, Tax Accounting, Risk Management, Corporate Tax, Auditing, Tax, Sarbanes-Oxley Act, Financial Modeling, Tax Research, Financial Services, Outlook, Tax Preparation, Internal Controls, SEC filings, Leadership
Education
Widener University 2013 — 2014
Certificate in Taxation
Keller Graduate School of Management of DeVry University 2006 — 2008
Master of Business Administration (MBA), Accounting & Financial Management - CPA Emphasis
Bloomsburg University of Pennsylvania 2001 — 2003
Bachelor's degree, Business Administration: Office Information Systems
Drexel University - LeBow College of Business 1997 — 2000
N/A, Engineering / Business Administration
Vanguard November 2004 - March 2008
Randstad Technologies US January 2004 - November 2004
Skills
Accounting, Bookkeeping, Account Reconciliation, Accounts Payable, Accounts Receivable, Finance, Project Management, SharePoint, Relationship Management, Technical Support, Financial Reporting, Non-profits, Financial Analysis, QuickBooks, General Ledger, Technical Writing, Financial Accounting, Strategic Financial..., Nonprofits, Microsoft Excel, Access, Budgets, Mutual Funds, Business Process..., GAAP, Analysis, Process Improvement, Income Tax, Tax Accounting, Risk Management, Corporate Tax, Auditing, Tax, Sarbanes-Oxley Act, Financial Modeling, Tax Research, Financial Services, Outlook, Tax Preparation, Internal Controls, SEC filings, Leadership
Education
Widener University 2013 — 2014
Certificate in Taxation
Keller Graduate School of Management of DeVry University 2006 — 2008
Master of Business Administration (MBA), Accounting & Financial Management - CPA Emphasis
Bloomsburg University of Pennsylvania 2001 — 2003
Bachelor's degree, Business Administration: Office Information Systems
Drexel University - LeBow College of Business 1997 — 2000
N/A, Engineering / Business Administration
Dhanapal Selvaraj (Danny) Dhanapal Selvaraj (Danny)'s Vanguard Experience September 2005 - March 2007
Job Manager at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions February 2010 - Present
Cambridge Solutions August 2005 - February 2010
AFTRA Health and Retirement Funds 2007 - 2009
BASF September 2005 - June 2007
Vanguard September 2005 - March 2007
Skills
SDLC, Microsoft SQL Server, Requirements Analysis, Business Analysis, Oracle, SQL, Data Warehousing, Business Intelligence, Integration, Agile Methodologies, WCF, ASP.NET, Enterprise Architecture, PL/SQL, SOA, Solution Architecture, ETL, Software Project..., Databases
Education
Bharathidasan University 1998 — 2001
MCA, Master of Computer Application
Govt Higher Secondary School, Orathanadu 1992 — 1995
Plus 2
Cognizant Technology Solutions February 2010 - Present
Cambridge Solutions August 2005 - February 2010
AFTRA Health and Retirement Funds 2007 - 2009
BASF September 2005 - June 2007
Vanguard September 2005 - March 2007
Skills
SDLC, Microsoft SQL Server, Requirements Analysis, Business Analysis, Oracle, SQL, Data Warehousing, Business Intelligence, Integration, Agile Methodologies, WCF, ASP.NET, Enterprise Architecture, PL/SQL, SOA, Solution Architecture, ETL, Software Project..., Databases
Education
Bharathidasan University 1998 — 2001
MCA, Master of Computer Application
Govt Higher Secondary School, Orathanadu 1992 — 1995
Plus 2
Gregory Haluska, CIMA Gregory Haluska, CIMA's Vanguard Experience March 2002 - June 2012
Job National Sales at Vanguard
Industry Financial Services
Experience
The Vanguard Group 1997 - Present
Vanguard March 2002 - June 2012
Skills
Investments, Marketing, Business Development, Series 7, Competitive Analysis, Series 63, ETFs, Sales, Relationship Management, Financial Advisory, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, Account Management
Education
St. John's University, Peter J Tobin School of Business 1991 — 1994
MBA, Marketing, 3.75
State University of New York at Binghamton 1986 — 1991
BA, Spanish Language and Literature
The Vanguard Group 1997 - Present
Vanguard March 2002 - June 2012
Skills
Investments, Marketing, Business Development, Series 7, Competitive Analysis, Series 63, ETFs, Sales, Relationship Management, Financial Advisory, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, Account Management
Education
St. John's University, Peter J Tobin School of Business 1991 — 1994
MBA, Marketing, 3.75
State University of New York at Binghamton 1986 — 1991
BA, Spanish Language and Literature
Michael Roach, CFA Michael Roach, CFA's Vanguard Experience October 2011 - Present
Job Portfolio Manager at Vanguard
Industry Investment Management
Experience
Vanguard October 2011 - Present
Vanguard October 2009 - October 2011
Vanguard January 2008 - October 2009
Vanguard January 2005 - December 2007
Vanguard July 2000 - December 2004
Vanguard July 1998 - June 2000
Skills
Chartered Financial..., ETFs, Mutual Funds, Asset Allocation, Equities, Investment Strategies, Bloomberg, Investments, Alternative Investments, Portfolio Management, Asset Managment, Investment Management, Financial Services, Hedge Funds, Strategy
Education
Drexel University 1999 — 2002
M.S., Finance
Bloomsburg University of Pennsylvania 1994 — 1998
B.S., Finance and Business Administration
Vanguard October 2011 - Present
Vanguard October 2009 - October 2011
Vanguard January 2008 - October 2009
Vanguard January 2005 - December 2007
Vanguard July 2000 - December 2004
Vanguard July 1998 - June 2000
Skills
Chartered Financial..., ETFs, Mutual Funds, Asset Allocation, Equities, Investment Strategies, Bloomberg, Investments, Alternative Investments, Portfolio Management, Asset Managment, Investment Management, Financial Services, Hedge Funds, Strategy
Education
Drexel University 1999 — 2002
M.S., Finance
Bloomsburg University of Pennsylvania 1994 — 1998
B.S., Finance and Business Administration
Mike Trotter Mike Trotter's Vanguard Experience February 2015 - September 2015
Job Portfolio Analyst Sectors Desk at ProShares
Industry Investment Management
Experience
ProShare Advisors LLC September 2015 - Present
Vanguard February 2015 - September 2015
Vanguard November 2013 - January 2015
Bank of New York Mellon May 2013 - November 2013
Skills
Economics, Investments, Microsoft Office, Financial Analysis, Bloomberg, Asset Allocation, Investment Management, Leadership
Education
Bloomsburg University of Pennsylvania
B.S.B.A and B.A., Finance, Business Economics
Level II Candidate in the CFA Program
ProShare Advisors LLC September 2015 - Present
Vanguard February 2015 - September 2015
Vanguard November 2013 - January 2015
Bank of New York Mellon May 2013 - November 2013
Skills
Economics, Investments, Microsoft Office, Financial Analysis, Bloomberg, Asset Allocation, Investment Management, Leadership
Education
Bloomsburg University of Pennsylvania
B.S.B.A and B.A., Finance, Business Economics
Level II Candidate in the CFA Program
Lora Lindsay Lora Lindsay's Vanguard Experience May 2004 - September 2012
Job T/C Way Consultant
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
Vanguard May 2004 - September 2012
Skills
Series 6, Series 63, Microsoft Excel, Microsoft Word, SnagIt, Ten Key
Education
Belmont Abbey College
Bachelor of Arts (B.A.), Elementary Education and Teaching
Gaston College
TIAA-CREF September 2012 - Present
Vanguard May 2004 - September 2012
Skills
Series 6, Series 63, Microsoft Excel, Microsoft Word, SnagIt, Ten Key
Education
Belmont Abbey College
Bachelor of Arts (B.A.), Elementary Education and Teaching
Gaston College
Swetha Santhanam Vijayaraghavan's Vanguard Experience October 2009 - November 2010
Job Available for new opportunities
Industry Financial Services
Experience
Santander Consumer USA Inc. August 2012 - September 2014
JDA Software December 2010 - February 2012
Vanguard October 2009 - November 2010
ING Life Insurance May 2008 - September 2009
Info-Tech December 2007 - April 2008
Skills
SQL, Business Analysis, Requirements Analysis, SDLC, Java, XML, Agile Methodologies, Software Project..., Databases, Project Management, Visio, Agile Project Management, Scrum, Microsoft SQL Server, Enterprise Architecture, Oracle, Vendor Management, Kanban, MS Visio, Change Management, Python, Business Process
Education
Harvard Extension School
Data science certification, Data science, Big data
PSG College of Technology
Master of Computer Applications (M.C.A.), Computer Science, First class with distinction
Bharathiar University 2009 — 2011
Master of Business Administration (M.B.A.), International Business, First class
PSG College of Technology
Bachelor's degree, Computer Technology/Computer Systems Technology, First class with Disctinction
Kendriya Vidyalaya
Schooling, 1st to 12th
Santander Consumer USA Inc. August 2012 - September 2014
JDA Software December 2010 - February 2012
Vanguard October 2009 - November 2010
ING Life Insurance May 2008 - September 2009
Info-Tech December 2007 - April 2008
Skills
SQL, Business Analysis, Requirements Analysis, SDLC, Java, XML, Agile Methodologies, Software Project..., Databases, Project Management, Visio, Agile Project Management, Scrum, Microsoft SQL Server, Enterprise Architecture, Oracle, Vendor Management, Kanban, MS Visio, Change Management, Python, Business Process
Education
Harvard Extension School
Data science certification, Data science, Big data
PSG College of Technology
Master of Computer Applications (M.C.A.), Computer Science, First class with distinction
Bharathiar University 2009 — 2011
Master of Business Administration (M.B.A.), International Business, First class
PSG College of Technology
Bachelor's degree, Computer Technology/Computer Systems Technology, First class with Disctinction
Kendriya Vidyalaya
Schooling, 1st to 12th
Samuel Collins Samuel Collins's Vanguard Experience 1998 - 2006
Job Sr Systems Engineer
Industry Banking
Experience
Bank of America August 2015 - Present
Ingersoll Rand 2013 - August 2015
TIAA-CREF 2012 - 2013
CaroMont Health 2006 - 2012
Vanguard 1998 - 2006
Skills
Citrix, VMware, AppSense, microsoft, IBM, Active Directory, HP Blade, IBM Director, Altiris, WSUS, McAfee Antivirus, Symantec Endpoint..., Group Policy, DNS, DHCP, Print Servers, SSO, Outlook, Microsoft Word, Access, Microsoft Excel, IBM Tivoli, RSA Tokens, Access Gateway, Netscaler, XenClient, Microsoft SQL Server, RightFax, HP Servers, EdgeSight, windows, Groupwise, Novell Netware, Peregrine, Thin Computing, Load Balancing, Enterprise Desktop..., Patchlink, Windows XP Pro, Windows 7, windows 2000, Win 2003, 2008 Administration, Wise Packaging, ILO, Norton Ghost, Network Provisioning, WinPE, PXE, Print Management
Education
Belmont Abbey College 1996 — 1998
Bachelor's degree, Business Administration
Gaston College 1994 — 1996
Associate's degree, Business Administration
Bank of America August 2015 - Present
Ingersoll Rand 2013 - August 2015
TIAA-CREF 2012 - 2013
CaroMont Health 2006 - 2012
Vanguard 1998 - 2006
Skills
Citrix, VMware, AppSense, microsoft, IBM, Active Directory, HP Blade, IBM Director, Altiris, WSUS, McAfee Antivirus, Symantec Endpoint..., Group Policy, DNS, DHCP, Print Servers, SSO, Outlook, Microsoft Word, Access, Microsoft Excel, IBM Tivoli, RSA Tokens, Access Gateway, Netscaler, XenClient, Microsoft SQL Server, RightFax, HP Servers, EdgeSight, windows, Groupwise, Novell Netware, Peregrine, Thin Computing, Load Balancing, Enterprise Desktop..., Patchlink, Windows XP Pro, Windows 7, windows 2000, Win 2003, 2008 Administration, Wise Packaging, ILO, Norton Ghost, Network Provisioning, WinPE, PXE, Print Management
Education
Belmont Abbey College 1996 — 1998
Bachelor's degree, Business Administration
Gaston College 1994 — 1996
Associate's degree, Business Administration
Gina Vitucci,CIMA® Gina Vitucci,CIMA®'s Vanguard Experience October 2013 - Present
Job Sales Administration Manager International Sales
Industry Financial Services
Experience
Vanguard October 2013 - Present
The Vanguard Group 2006 - November 2013
Skills
Series 7, Series 63, Mutual Funds, 401k, Retirement, Investments, Defined Contribution, CRM, Relationship Management, Defined Benefit, Financial Services
Education
Bloomsburg University of Pennsylvania 1990 — 1994
Bachelor of Science (BS)
Vanguard October 2013 - Present
The Vanguard Group 2006 - November 2013
Skills
Series 7, Series 63, Mutual Funds, 401k, Retirement, Investments, Defined Contribution, CRM, Relationship Management, Defined Benefit, Financial Services
Education
Bloomsburg University of Pennsylvania 1990 — 1994
Bachelor of Science (BS)
Sachin Padmawar, CFA Sachin Padmawar, CFA's Vanguard Experience November 2012 - Present
Job RIA Channel Strategy, Vanguard Financial Advisory Services
Industry Investment Management
Experience
Vanguard November 2012 - Present
Montessori Children's House of Valley Forge May 2014 - Present
Vanguard July 2011 - November 2012
Vanguard June 2010 - August 2010
Nokia June 2000 - April 2009
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA
Boston University 1998 — 2000
Master of Science
Birla Institute of Technology and Science 1994 — 1998
B.E
Vanguard November 2012 - Present
Montessori Children's House of Valley Forge May 2014 - Present
Vanguard July 2011 - November 2012
Vanguard June 2010 - August 2010
Nokia June 2000 - April 2009
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA
Boston University 1998 — 2000
Master of Science
Birla Institute of Technology and Science 1994 — 1998
B.E
Sam Priyadarshi Sam Priyadarshi's Vanguard Experience January 2009 - Present
Job Head, Fixed Income Derivatives
Industry Investment Management
Experience
Vanguard January 2009 - Present
Delaware Investments June 2005 - December 2008
Delaware Investments May 1997 - June 2005
Skills
Fixed Income, Derivatives, Bonds, Options, Investments, Asset Allocation, Portfolio Management, Alternative Investments, Mutual Funds, Asset Management, Trading, Investment Management, Investment Strategies, Financial Modeling, Equity Derivatives, Trading Systems, Structured Finance, Emerging Markets, Credit Derivatives, Electronic Trading, Quantitative Finance, Interest Rate..., Bloomberg Terminal, Swaps, Equities, Bloomberg, Hedge Funds, Capital Markets
Education
Virginia Polytechnic Institute and State University 1992 — 1997
Ph.D., Finance
Indian Institute of Management, Calcutta 1987 — 1989
MBA, Finance
Birla Institute of Technology 1980 — 1984
BS, Mechanical Engineering
Vanguard January 2009 - Present
Delaware Investments June 2005 - December 2008
Delaware Investments May 1997 - June 2005
Skills
Fixed Income, Derivatives, Bonds, Options, Investments, Asset Allocation, Portfolio Management, Alternative Investments, Mutual Funds, Asset Management, Trading, Investment Management, Investment Strategies, Financial Modeling, Equity Derivatives, Trading Systems, Structured Finance, Emerging Markets, Credit Derivatives, Electronic Trading, Quantitative Finance, Interest Rate..., Bloomberg Terminal, Swaps, Equities, Bloomberg, Hedge Funds, Capital Markets
Education
Virginia Polytechnic Institute and State University 1992 — 1997
Ph.D., Finance
Indian Institute of Management, Calcutta 1987 — 1989
MBA, Finance
Birla Institute of Technology 1980 — 1984
BS, Mechanical Engineering
Catharine I Cunningham, CPLP, SPHR Catharine I Cunningham, CPLP, SPHR's Vanguard Experience October 1998 - May 2014
Job Education Consultant / Performance Improvement Professional
Industry Financial Services
Experience
Siemens Healthcare May 2014 - Present
Vanguard October 1998 - May 2014
Sanchez Computer Associates January 1997 - October 1998
SCT June 1996 - December 1997
Philadelphia Police Department 1990 - 1995
The Franklin Institute 1990 - 1991
Skills
Coaching, Change Management, Team Building, Negotiation, Information Architecture, Instructional Design, E-learning, Training Delivery, Captivate, Instructor-led Training, Blended Learning, Organizational..., Technical Writing, Adult Education, Leadership Development, Distance Learning, ADDIE, Performance Management, Process Improvement, Needs Analysis, Classroom Instruction, Mentoring, Performance Consulting, Online Training, Blended Learning..., Strategic Planning, Learning Management, Curriculum Design, PowerPoint, Performance Improvement, Writing, Problem Solving, Instructional Technology, Learning Solutions, MBTI, Web-based Training, E-learning Development, Job Aids, SnagIt, Software Training, Educational Technology, Course Development, Learning Technology, WBT, Presenter, Human Performance, E-Learning, Leadership, Employee Training, CRM
Education
Bloomsburg University of Pennsylvania 2011 — 2014
MSIT, Instructional Technology
Pennsylvania State University-Great Valley Graduate Center 1996 — 1999
M.Ed, Instructional Design and Development
Temple University 1993 — 1996
B.A., Journalism/Public Relations
Peirce College 1981 — 1983
Associates, Marketing
Villa Maria Academy 1977 — 1981
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Siemens Healthcare May 2014 - Present
Vanguard October 1998 - May 2014
Sanchez Computer Associates January 1997 - October 1998
SCT June 1996 - December 1997
Philadelphia Police Department 1990 - 1995
The Franklin Institute 1990 - 1991
Skills
Coaching, Change Management, Team Building, Negotiation, Information Architecture, Instructional Design, E-learning, Training Delivery, Captivate, Instructor-led Training, Blended Learning, Organizational..., Technical Writing, Adult Education, Leadership Development, Distance Learning, ADDIE, Performance Management, Process Improvement, Needs Analysis, Classroom Instruction, Mentoring, Performance Consulting, Online Training, Blended Learning..., Strategic Planning, Learning Management, Curriculum Design, PowerPoint, Performance Improvement, Writing, Problem Solving, Instructional Technology, Learning Solutions, MBTI, Web-based Training, E-learning Development, Job Aids, SnagIt, Software Training, Educational Technology, Course Development, Learning Technology, WBT, Presenter, Human Performance, E-Learning, Leadership, Employee Training, CRM
Education
Bloomsburg University of Pennsylvania 2011 — 2014
MSIT, Instructional Technology
Pennsylvania State University-Great Valley Graduate Center 1996 — 1999
M.Ed, Instructional Design and Development
Temple University 1993 — 1996
B.A., Journalism/Public Relations
Peirce College 1981 — 1983
Associates, Marketing
Villa Maria Academy 1977 — 1981
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Bradley Ungard Bradley Ungard's Vanguard Experience July 2014 - Present
Job Derivative Operations FFS Analyst at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard June 2013 - July 2014
Acurlite September 2012 - December 2012
Pennsylvania State System of Higher Education February 2012 - July 2012
Skills
Derivatives, Morningstar Direct, Microsoft Office, Visual Basic, Dreamweaver, Peachtree, SQL, Leadership
Education
Penn State University 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelors of Science of Business Administration, Finance
Vanguard July 2014 - Present
Vanguard June 2013 - July 2014
Acurlite September 2012 - December 2012
Pennsylvania State System of Higher Education February 2012 - July 2012
Skills
Derivatives, Morningstar Direct, Microsoft Office, Visual Basic, Dreamweaver, Peachtree, SQL, Leadership
Education
Penn State University 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelors of Science of Business Administration, Finance
Matthew Fiori Matthew Fiori's Vanguard Experience September 2013 - March 2014
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC December 2014 - Present
Edward Jones March 2014 - November 2014
Vanguard September 2013 - March 2014
School District of Philadelphia September 2010 - June 2013
Education
Bloomsburg University of Pennsylvania 2004 — 2008
Bachelor of Science (BS) Bachelor of Liberal Arts (BA)
PNC December 2014 - Present
Edward Jones March 2014 - November 2014
Vanguard September 2013 - March 2014
School District of Philadelphia September 2010 - June 2013
Education
Bloomsburg University of Pennsylvania 2004 — 2008
Bachelor of Science (BS) Bachelor of Liberal Arts (BA)
Linda Monroe Linda Monroe's Vanguard Experience May 1997 - August 1997
Job Sr. DBA at AGI
Industry Defense & Space
Experience
AGI April 1999 - Present
DecisionOne August 1997 - April 1999
Vanguard May 1997 - August 1997
Commonwealth Bank January 1995 - May 1997
Comnet Mortgage Services, subsidiary of Commonwealth Bank July 1988 - January 1995
Skills
Database Design, Integration, Database Administration, Databases, Requirements Analysis
Education
Bloomsburg University of Pennsylvania 1985 — 1987
Bachelor of Science (B.S.), Computer and Information Sciences, General
Delaware Technical and Community College-Owens 1982 — 1984
Associate of Arts and Sciences (AAS), Data Processing
AGI April 1999 - Present
DecisionOne August 1997 - April 1999
Vanguard May 1997 - August 1997
Commonwealth Bank January 1995 - May 1997
Comnet Mortgage Services, subsidiary of Commonwealth Bank July 1988 - January 1995
Skills
Database Design, Integration, Database Administration, Databases, Requirements Analysis
Education
Bloomsburg University of Pennsylvania 1985 — 1987
Bachelor of Science (B.S.), Computer and Information Sciences, General
Delaware Technical and Community College-Owens 1982 — 1984
Associate of Arts and Sciences (AAS), Data Processing
Jennifer Laurence, MA, RD, LDN Jennifer Laurence, MA, RD, LDN's Vanguard Experience October 1993 - December 2003
Job Registered Dietitian at Family Food, LLC
Industry Health, Wellness and Fitness
Experience
Family Food, LLC November 2013 - Present
Immaculata University September 2012 - July 2013
Community Volunteers in Medicine (CVIM) June 2011 - June 2012
Chester County Hospital January 2011 - June 2012
YMCA of the Upper Main Line January 2008 - January 2010
Vanguard October 1993 - December 2003
Education
Immaculata University 2009 — 2015
Master of Arts (MA) Nutrition Education
Bloomsburg University of Pennsylvania
Bachelor of Arts (BA), Sociology
Family Food, LLC November 2013 - Present
Immaculata University September 2012 - July 2013
Community Volunteers in Medicine (CVIM) June 2011 - June 2012
Chester County Hospital January 2011 - June 2012
YMCA of the Upper Main Line January 2008 - January 2010
Vanguard October 1993 - December 2003
Education
Immaculata University 2009 — 2015
Master of Arts (MA) Nutrition Education
Bloomsburg University of Pennsylvania
Bachelor of Arts (BA), Sociology
Karthikeyan Bose Karthikeyan Bose's Vanguard Experience March 2007 - September 2008
Job IT Security Risk and compliance Specialist at AIG
Industry Information Technology and Services
Experience
AIG - IT Security Risk and Compliance May 2014 - Present
AIG - IT Security, Risk and Compliance August 2012 - April 2014
AIG Global Services December 2009 - July 2012
IBM May 2009 - October 2009
IBM November 2008 - April 2009
Vanguard March 2007 - September 2008
Hewlett-Packard Global Services August 2005 - September 2006
Convergys June 2004 - July 2005
Skills
CISSP, Web Application Security, Standards Compliance, Security, IT Risk Management, Disaster Recovery, Project Management, Firewalls, CCNA, Networking, Troubleshooting, Wireless, VoIP, Technical Support, Business Analysis, Business Intelligence, Motorola ADSP, CCNP, HP-Network Automation, Netscout - nGenius, Motorola WLAN, Windows Server, Solaris
Education
Bharathidasan University
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
AIG - IT Security Risk and Compliance May 2014 - Present
AIG - IT Security, Risk and Compliance August 2012 - April 2014
AIG Global Services December 2009 - July 2012
IBM May 2009 - October 2009
IBM November 2008 - April 2009
Vanguard March 2007 - September 2008
Hewlett-Packard Global Services August 2005 - September 2006
Convergys June 2004 - July 2005
Skills
CISSP, Web Application Security, Standards Compliance, Security, IT Risk Management, Disaster Recovery, Project Management, Firewalls, CCNA, Networking, Troubleshooting, Wireless, VoIP, Technical Support, Business Analysis, Business Intelligence, Motorola ADSP, CCNP, HP-Network Automation, Netscout - nGenius, Motorola WLAN, Windows Server, Solaris
Education
Bharathidasan University
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Keith Alan Hontz Jr, CFA's Vanguard Experience June 2010 - June 2011
Job Real Estate Portfolio Management at Prudential Financial
Industry Real Estate
Experience
Prudential Financial January 2015 - Present
Clarion Partners LLC January 2013 - January 2015
LCG Associates July 2011 - January 2013
Vanguard June 2010 - June 2011
Skills
Bloomberg, Fixed Income Analysis, Equity Research Analysis, Real Estate, Economics, Microsoft Excel, Microsoft Word, DCF Valuation, Asset Allocation, High Yield, ARGUS, Fixed Income, Equities, Investments, Due Diligence, Finance, Valuation, Financial Modeling, Asset Management, Portfolio Management, Hedge Funds, Mutual Funds, Leases, Real Estate Private..., Mergers & Acquisitions, DCF, Equity Valuation, Alternative Investments, Commercial Real Estate, Investment Management, Investment Strategies, Private Equity, Acquisitions, Capital Markets
Education
Bloomsburg University of Pennsylvania 2007 — 2010
Bachelor of Science, Finance, 3.51
Jim Thorpe Area High School 2002 — 2006
College Prep, 4.0
Prudential Financial January 2015 - Present
Clarion Partners LLC January 2013 - January 2015
LCG Associates July 2011 - January 2013
Vanguard June 2010 - June 2011
Skills
Bloomberg, Fixed Income Analysis, Equity Research Analysis, Real Estate, Economics, Microsoft Excel, Microsoft Word, DCF Valuation, Asset Allocation, High Yield, ARGUS, Fixed Income, Equities, Investments, Due Diligence, Finance, Valuation, Financial Modeling, Asset Management, Portfolio Management, Hedge Funds, Mutual Funds, Leases, Real Estate Private..., Mergers & Acquisitions, DCF, Equity Valuation, Alternative Investments, Commercial Real Estate, Investment Management, Investment Strategies, Private Equity, Acquisitions, Capital Markets
Education
Bloomsburg University of Pennsylvania 2007 — 2010
Bachelor of Science, Finance, 3.51
Jim Thorpe Area High School 2002 — 2006
College Prep, 4.0
Marvin Mills Marvin Mills's Vanguard Experience September 2014 - Present
Job Associate Counsel at Vanguard
Industry Legal Services
Experience
Vanguard September 2014 - Present
Weil Gotshal and Manges September 2009 - September 2014
United States Air Force December 2002 - July 2006
Skills
Litigation, Corporate Law, Commercial Litigation, Legal Research, Legal Writing, Intellectual Property, Civil Litigation, Corporate Governance, Legal Advice, Appeals, Westlaw, Bankruptcy, Courts
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2009
Juris Doctor
Park University 2003 — 2006
B.S. Management/Accounting, cum laude
Vanguard September 2014 - Present
Weil Gotshal and Manges September 2009 - September 2014
United States Air Force December 2002 - July 2006
Skills
Litigation, Corporate Law, Commercial Litigation, Legal Research, Legal Writing, Intellectual Property, Civil Litigation, Corporate Governance, Legal Advice, Appeals, Westlaw, Bankruptcy, Courts
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2009
Juris Doctor
Park University 2003 — 2006
B.S. Management/Accounting, cum laude
Antwain Daniels Antwain Daniels's Vanguard Experience July 2006 - November 2007
Job Senior Business Consultant Internal Relationship Manager
Industry Financial Services
Experience
LPL Financial February 2014 - Present
LPL Finanical May 2012 - February 2014
LPL Financial February 2010 - May 2012
LPL Financial November 2007 - January 2010
Vanguard July 2006 - November 2007
Skills
•I have strong..., •Ability to..., •Effective..., •Create training..., •Creative thinker., •Proven track record..., Management, Investments, Call Center, Microsoft Excel, Customer Satisfaction, Financial Services, Call Centers, Customer Service, Training, Policy, Business Development, CRM, Finance, Leadership, Securities, Public Speaking, Relationship Management, Mutual Funds, Microsoft Office, Consulting
Education
Benedict College 2000 — 2005
Bachelor's of Science, Computer Science
Technical College of the Lowcountry 1998 — 2000
CAD/CADD Drafting and/or Design Technology/Technician
Battery Creek High School 1996 — 2000
High School Diploma
LPL Financial February 2014 - Present
LPL Finanical May 2012 - February 2014
LPL Financial February 2010 - May 2012
LPL Financial November 2007 - January 2010
Vanguard July 2006 - November 2007
Skills
•I have strong..., •Ability to..., •Effective..., •Create training..., •Creative thinker., •Proven track record..., Management, Investments, Call Center, Microsoft Excel, Customer Satisfaction, Financial Services, Call Centers, Customer Service, Training, Policy, Business Development, CRM, Finance, Leadership, Securities, Public Speaking, Relationship Management, Mutual Funds, Microsoft Office, Consulting
Education
Benedict College 2000 — 2005
Bachelor's of Science, Computer Science
Technical College of the Lowcountry 1998 — 2000
CAD/CADD Drafting and/or Design Technology/Technician
Battery Creek High School 1996 — 2000
High School Diploma
Jon Welikey Jon Welikey's Vanguard Experience May 2010 - Present
Job Pension Administrator at Vanguard
Industry Outsourcing/Offshoring
Experience
Vanguard May 2010 - Present
The Rosen Group 2010 - 2011
In Transition August 2009 - May 2010
EDS July 2007 - August 2009
ExcellerateHRO 1996 - 2009
Towers Perrin 1998 - 2003
Skills
Defined Benefit, Pensions, Benefits Administration, Call Center, Compliance, Process Improvement, Change Management, Performance Management, Problem Solving, Microsoft Office, Documentation, Team Building, Strategic Planning, Excel, Coaching, Service Delivery, Team Leadership, PowerPoint
Education
Binghamton University 1984 — 1989
Vanguard May 2010 - Present
The Rosen Group 2010 - 2011
In Transition August 2009 - May 2010
EDS July 2007 - August 2009
ExcellerateHRO 1996 - 2009
Towers Perrin 1998 - 2003
Skills
Defined Benefit, Pensions, Benefits Administration, Call Center, Compliance, Process Improvement, Change Management, Performance Management, Problem Solving, Microsoft Office, Documentation, Team Building, Strategic Planning, Excel, Coaching, Service Delivery, Team Leadership, PowerPoint
Education
Binghamton University 1984 — 1989
Laura Klinefelter Laura Klinefelter's Vanguard Experience December 2011 - January 2014
Job IT Professional
Industry Information Technology and Services
Experience
AT&T May 2014 - Present
Vanguard December 2011 - January 2014
Vanguard June 2010 - December 2011
Vanguard May 2009 - July 2009
Skills
Process Improvement, SDLC, SQL, Agile Methodologies, Unix, Business Analysis, Requirements Analysis, Visio, Microsoft SQL Server, Java, Facelets, JSF, CSS, HTML5, HP Quality Center
Education
Bloomsburg University of Pennsylvania 2006 — 2010
BS, Computer and Information Science
AT&T May 2014 - Present
Vanguard December 2011 - January 2014
Vanguard June 2010 - December 2011
Vanguard May 2009 - July 2009
Skills
Process Improvement, SDLC, SQL, Agile Methodologies, Unix, Business Analysis, Requirements Analysis, Visio, Microsoft SQL Server, Java, Facelets, JSF, CSS, HTML5, HP Quality Center
Education
Bloomsburg University of Pennsylvania 2006 — 2010
BS, Computer and Information Science
Thomas Baird's Vanguard Experience August 2014 - Present
Job Assigned Representative at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Vanguard June 2013 - August 2014
GlobeOp Financial Services May 2012 - August 2012
Boys and Girls Club of Ridgefield June 2006 - September 2011
Mercedes-Benz USA April 2009 - June 2009
Skills
Fixed Income, Hedge Funds, Equities, Options, Middle Office, Collateral Management, Swaps, Credit Derivatives, Microsoft Excel, PowerPoint, Teamwork, Securities, Microsoft Office
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Economics and Finance
Vanguard August 2014 - Present
Vanguard June 2013 - August 2014
GlobeOp Financial Services May 2012 - August 2012
Boys and Girls Club of Ridgefield June 2006 - September 2011
Mercedes-Benz USA April 2009 - June 2009
Skills
Fixed Income, Hedge Funds, Equities, Options, Middle Office, Collateral Management, Swaps, Credit Derivatives, Microsoft Excel, PowerPoint, Teamwork, Securities, Microsoft Office
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Economics and Finance
Matthew Ferry Matthew Ferry's Vanguard Experience August 2015 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Randstad November 2014 - August 2015
Athlete's Closet January 2015 - June 2015
YMCA of the Upper Main Line August 2014 - November 2014
YMCA of the Upper Main Line June 2013 - August 2014
Pennsylvania State Senate September 2013 - December 2013
FedEx Ground May 2012 - August 2012
Uwchlan Township June 2011 - August 2011
Skills
Research, Public Speaking, Spanish, Data Analysis, Microsoft Excel, Economics, Time Management, Teamwork, Data Entry, Leadership, Social Media, Statistics, Team Leadership, Access, Facebook, Social Networking, Stata, SPSS, Editing, Series 6, Series 63
Education
Bloomsburg University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Economics
Downingtown East High School 2006 — 2010
Vanguard August 2015 - Present
Randstad November 2014 - August 2015
Athlete's Closet January 2015 - June 2015
YMCA of the Upper Main Line August 2014 - November 2014
YMCA of the Upper Main Line June 2013 - August 2014
Pennsylvania State Senate September 2013 - December 2013
FedEx Ground May 2012 - August 2012
Uwchlan Township June 2011 - August 2011
Skills
Research, Public Speaking, Spanish, Data Analysis, Microsoft Excel, Economics, Time Management, Teamwork, Data Entry, Leadership, Social Media, Statistics, Team Leadership, Access, Facebook, Social Networking, Stata, SPSS, Editing, Series 6, Series 63
Education
Bloomsburg University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Economics
Downingtown East High School 2006 — 2010
Eric Simonds Eric Simonds's Vanguard Experience September 2013 - Present
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard September 2012 - September 2013
Vanguard August 2010 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, VBA, Access, PowerPoint, Project Management
Education
Bloomsburg University of Pennsylvania 2006 — 2010
Bachelor’s Degree, Business Management
Vanguard September 2013 - Present
Vanguard September 2012 - September 2013
Vanguard August 2010 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, VBA, Access, PowerPoint, Project Management
Education
Bloomsburg University of Pennsylvania 2006 — 2010
Bachelor’s Degree, Business Management
Lea Refice's Vanguard Experience July 2005 - April 2008
Job Senior UX Consultant, Design and Innovation at Verizon
Industry Information Technology and Services
Experience
Verizon September 2015 - Present
Acquia September 2014 - September 2015
Acquia July 2013 - September 2014
The MITRE Corporation April 2008 - July 2013
Vanguard July 2005 - April 2008
Villanova University September 2004 - June 2005
Villanova University September 2003 - May 2005
L-3 Communications June 2002 - August 2004
Skills
User Interface Design, Usability, Information Architecture, User Experience, SharePoint, Enterprise Search, Project Management, Digital Marketing, Interaction Design, Design Strategy, Wireframes, Agile Methodologies, User-centered Design, Contextual Inquiry, Software Engineering, Persona, Heuristic Evaluation, User Research, Information Design, User Scenarios, Requirements Gathering, Visio, Rapid Prototyping, Human Factors, CSS, Human Computer..., Usability Engineering
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2013
MBA, Human Factors in Information Design; Marketing, With Distinction
Villanova University 2001 — 2005
Bachelors, Computer Science, Cum Laude
Verizon September 2015 - Present
Acquia September 2014 - September 2015
Acquia July 2013 - September 2014
The MITRE Corporation April 2008 - July 2013
Vanguard July 2005 - April 2008
Villanova University September 2004 - June 2005
Villanova University September 2003 - May 2005
L-3 Communications June 2002 - August 2004
Skills
User Interface Design, Usability, Information Architecture, User Experience, SharePoint, Enterprise Search, Project Management, Digital Marketing, Interaction Design, Design Strategy, Wireframes, Agile Methodologies, User-centered Design, Contextual Inquiry, Software Engineering, Persona, Heuristic Evaluation, User Research, Information Design, User Scenarios, Requirements Gathering, Visio, Rapid Prototyping, Human Factors, CSS, Human Computer..., Usability Engineering
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2013
MBA, Human Factors in Information Design; Marketing, With Distinction
Villanova University 2001 — 2005
Bachelors, Computer Science, Cum Laude
Branden Quann's Vanguard Experience February 2014 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard February 2014 - Present
Vanguard March 2007 - February 2014
Vanguard September 2000 - March 2007
Vanguard February 1998 - September 2000
Vanguard January 1996 - February 1998
Skills
Strategic Planning, SDLC, Financial Services, Leadership Development, Program Management, Business Analysis
Education
Bloomsburg University of Pennsylvania 1989 — 1994
Vanguard February 2014 - Present
Vanguard March 2007 - February 2014
Vanguard September 2000 - March 2007
Vanguard February 1998 - September 2000
Vanguard January 1996 - February 1998
Skills
Strategic Planning, SDLC, Financial Services, Leadership Development, Program Management, Business Analysis
Education
Bloomsburg University of Pennsylvania 1989 — 1994
Rakesh Malhotra's Vanguard Experience August 1997 - August 1998
Job Development Manager at DNB
Industry Pharmaceuticals
Experience
DNB October 2013 - Present
Wipro Technologies November 2012 - September 2013
VWR international 2006 - December 2012
Philadelphia Stock Exchange September 1998 - February 2006
Vanguard August 1997 - August 1998
Skills
Business Analysis, Integration, SDLC, Leadership, Strategic Planning, Good Listener
Education
Pennsylvania State University-Great Valley Graduate Center 2006 — 2007
MBA cert, Business management
Birla Institute of Technology and Science 1982 — 1986
M.sc(Tech)
Learning Tree
DNB October 2013 - Present
Wipro Technologies November 2012 - September 2013
VWR international 2006 - December 2012
Philadelphia Stock Exchange September 1998 - February 2006
Vanguard August 1997 - August 1998
Skills
Business Analysis, Integration, SDLC, Leadership, Strategic Planning, Good Listener
Education
Pennsylvania State University-Great Valley Graduate Center 2006 — 2007
MBA cert, Business management
Birla Institute of Technology and Science 1982 — 1986
M.sc(Tech)
Learning Tree
Marc Nowlan's Vanguard Experience November 2012 - Present
Job Principal at Ajillity Consulting
Industry Information Technology and Services
Experience
Vanguard November 2012 - Present
Deutsche Bank September 2010 - November 2012
Northern Trust June 2010 - October 2010
Wells Fargo 2009 - 2009
Deutsche Bank August 2007 - January 2008
Northern Trust March 2007 - August 2007
Evergreen Investments 2003 - 2007
Sungard 2002 - 2003
Macgregor 2001 - 2003
Skills
Fixed Income, Trading Systems, Equities, Portfolio Management, Business Analysis, Bloomberg, Asset Managment, Trading, Sybase, Risk Management, Financial Markets, Requirements Gathering
Education
Bentley University 1994 — 1998
Bachelor of Science (BS), Finance, General
Vanguard November 2012 - Present
Deutsche Bank September 2010 - November 2012
Northern Trust June 2010 - October 2010
Wells Fargo 2009 - 2009
Deutsche Bank August 2007 - January 2008
Northern Trust March 2007 - August 2007
Evergreen Investments 2003 - 2007
Sungard 2002 - 2003
Macgregor 2001 - 2003
Skills
Fixed Income, Trading Systems, Equities, Portfolio Management, Business Analysis, Bloomberg, Asset Managment, Trading, Sybase, Risk Management, Financial Markets, Requirements Gathering
Education
Bentley University 1994 — 1998
Bachelor of Science (BS), Finance, General
Joy Doughty's Vanguard Experience 2012 - Present
Job Advisor Resources Manager at Vanguard
Industry Marketing and Advertising
Experience
Vanguard 2012 - Present
Vanguard 2006 - 2012
Vanguard 1998 - 2006
Education
Bloomsburg University of Pennsylvania 1986 — 1990
Vanguard 2012 - Present
Vanguard 2006 - 2012
Vanguard 1998 - 2006
Education
Bloomsburg University of Pennsylvania 1986 — 1990
Chad Kardos's Vanguard Experience January 1999 - Present
Job Project Manager at Vanguard
Industry Information Technology and Services
Experience
Vanguard January 1999 - Present
Merrill Lynch 1996 - 1999
Skills
Agile Project Management, Mutual Funds, Project Management, Information Architecture, Agile Methodologies, Process Improvement, Visio, User Experience, User-centered Design, Usability Testing, IT Strategy, Usability
Education
Bloomsburg University of Pennsylvania 1995 — 1996
Masters Degree, Instructional Design
Kutztown University of Pennsylvania 1990 — 1994
Bachelors Degree, Secondary Education, Social Studies, Psychology
Vanguard January 1999 - Present
Merrill Lynch 1996 - 1999
Skills
Agile Project Management, Mutual Funds, Project Management, Information Architecture, Agile Methodologies, Process Improvement, Visio, User Experience, User-centered Design, Usability Testing, IT Strategy, Usability
Education
Bloomsburg University of Pennsylvania 1995 — 1996
Masters Degree, Instructional Design
Kutztown University of Pennsylvania 1990 — 1994
Bachelors Degree, Secondary Education, Social Studies, Psychology
Rick Spackman's Vanguard Experience February 1994 - Present
Job Senior Manager at Vanguard/Dept. Head
Industry Financial Services
Experience
Vanguard February 1994 - Present
Sigma Sound Entertainment February 1986 - December 1993
Core Laboratories February 1982 - December 1983
Skills
Financial Services, Relationship Management, 401k, Defined Benefit, Process Improvement, Business Process..., Leadership
Education
Berklee College of Music 1984 — 1986
Diploma Program, Music Producation and Engineering
Guilford College 1977 — 1981
Bachelor of Arts (BA), Geological and Earth Sciences/Geosciences
Westtown School 1965 — 1977
Vanguard February 1994 - Present
Sigma Sound Entertainment February 1986 - December 1993
Core Laboratories February 1982 - December 1983
Skills
Financial Services, Relationship Management, 401k, Defined Benefit, Process Improvement, Business Process..., Leadership
Education
Berklee College of Music 1984 — 1986
Diploma Program, Music Producation and Engineering
Guilford College 1977 — 1981
Bachelor of Arts (BA), Geological and Earth Sciences/Geosciences
Westtown School 1965 — 1977
Melissa Cassel's Vanguard Experience January 2012 - Present
Job Learning & Development Consultant at Vanguard
Industry Education Management
Experience
Vanguard January 2012 - Present
Vanguard June 2006 - January 2012
Vanguard July 1998 - June 2006
Skills
Needs Analysis, Captivate, ADDIE, Instructional Design, Performance Consulting, Blended Learning, Instructor-led Training, E-Learning, Training Delivery, SnagIt, Job Aids, Learning Management, Adult Education, Learning Management..., Performance Improvement, Training, Organizational Learning
Education
Eastern University 1999 — 2000
Bachelor of Arts (BA), Organizational Design
Bloomsburg University of Pennsylvania
Economics
Vanguard January 2012 - Present
Vanguard June 2006 - January 2012
Vanguard July 1998 - June 2006
Skills
Needs Analysis, Captivate, ADDIE, Instructional Design, Performance Consulting, Blended Learning, Instructor-led Training, E-Learning, Training Delivery, SnagIt, Job Aids, Learning Management, Adult Education, Learning Management..., Performance Improvement, Training, Organizational Learning
Education
Eastern University 1999 — 2000
Bachelor of Arts (BA), Organizational Design
Bloomsburg University of Pennsylvania
Economics
Anthony Lucarelli's Vanguard Experience August 2012 - April 2013
Job Director of Information Technology
Industry Information Technology and Services
Experience
XONEX Relocation May 2006 - Present
Vanguard August 2012 - April 2013
Forthright Consutling 2000 - 2008
DuPont Performance Elastomers 2005 - 2006
Tek Systems 2004 - 2005
Towers Perrin 2004 - 2005
Clinical Trial Services 2002 - 2004
Ajilon August 2000 - July 2002
GlaxoSmithKline 2001 - 2002
Accenture 2000 - 2001
Skills
Databases, Lotus Notes, Software Development, SQL, JavaScript, HTML, Visual Basic, Web Development, VB.NET, Project Management, Lotus Domino, CSS, Java, R
Education
Boston University 2013 — 2015
Master of Science in Computer Information Systems
Villanova University 2010 — 2011
Master Certificate in IS/IT Project Management, Project Management
Newman University 1992 — 1995
BS in BA, Accounting, Marketing
Berry College 1991 — 1992
n/a, Accounting
XONEX Relocation May 2006 - Present
Vanguard August 2012 - April 2013
Forthright Consutling 2000 - 2008
DuPont Performance Elastomers 2005 - 2006
Tek Systems 2004 - 2005
Towers Perrin 2004 - 2005
Clinical Trial Services 2002 - 2004
Ajilon August 2000 - July 2002
GlaxoSmithKline 2001 - 2002
Accenture 2000 - 2001
Skills
Databases, Lotus Notes, Software Development, SQL, JavaScript, HTML, Visual Basic, Web Development, VB.NET, Project Management, Lotus Domino, CSS, Java, R
Education
Boston University 2013 — 2015
Master of Science in Computer Information Systems
Villanova University 2010 — 2011
Master Certificate in IS/IT Project Management, Project Management
Newman University 1992 — 1995
BS in BA, Accounting, Marketing
Berry College 1991 — 1992
n/a, Accounting
Joshua Mack's Vanguard Experience March 2010 - Present
Job Line Manager at Vanguard
Industry Financial Services
Experience
Vanguard March 2010 - Present
Vanguard February 2008 - March 2010
Vanguard April 2007 - February 2008
Vanguard January 2004 - April 2007
Vanguard February 1999 - January 2004
H. A. Berkheimer Inc. December 1994 - December 1998
Opdyke's Sales & Service May 1993 - December 1994
Skills
Series 6, Mutual Funds, Relationship Management, Investments, Financial Services, Retirement, Process Improvement, Project Management, Leadership, Business Analysis, Strategic Planning, Series 7, Finance, Risk Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
MBA
Bloomsburg University of Pennsylvania 1994 — 1998
BS, Finance
Vanguard March 2010 - Present
Vanguard February 2008 - March 2010
Vanguard April 2007 - February 2008
Vanguard January 2004 - April 2007
Vanguard February 1999 - January 2004
H. A. Berkheimer Inc. December 1994 - December 1998
Opdyke's Sales & Service May 1993 - December 1994
Skills
Series 6, Mutual Funds, Relationship Management, Investments, Financial Services, Retirement, Process Improvement, Project Management, Leadership, Business Analysis, Strategic Planning, Series 7, Finance, Risk Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
MBA
Bloomsburg University of Pennsylvania 1994 — 1998
BS, Finance
Adam Fosbenner's Vanguard Experience February 2003 - Present
Job Senior Systems Tester / Test Lead at Vanguard
Industry Information Technology and Services
Experience
Vanguard February 2003 - Present
Vanguard August 2000 - January 2003
Vanguard December 1997 - July 2000
Skills
Quality Center, Waterfall, Agile, Agile Testing, Regression Testing, Agile Methodologies, System Testing, Agile Project Management
Education
Penn State, Great Valley 2000 — 2002
Webmaster Certification
Bloomsburg University of Pennsylvania 1991 — 1995
B.S., Accounting
Vanguard February 2003 - Present
Vanguard August 2000 - January 2003
Vanguard December 1997 - July 2000
Skills
Quality Center, Waterfall, Agile, Agile Testing, Regression Testing, Agile Methodologies, System Testing, Agile Project Management
Education
Penn State, Great Valley 2000 — 2002
Webmaster Certification
Bloomsburg University of Pennsylvania 1991 — 1995
B.S., Accounting
Marcus Henderson's Vanguard Experience 2012 - 2013
Job at
Industry Information Technology and Services
Experience
Enhance Net Solutions October 2013 - Present
Threshold Consulting Services January 2012 - October 2013
Vanguard 2012 - 2013
PHH Corporation April 2010 - September 2011
Eclipsys 2009 - 2010
Eclipsys/Allscripts 2008 - 2009
Threshold Consulting Services 2008 - 2008
Noble 2007 - 2007
Mirant and Cox Enterprises 2000 - 2004
BellSouth and Threshold Consulting 2003 - 2003
Skills
HFM, OBIEE, EPM, Business Intelligence..., Oracle, Business Intelligence, Data Warehousing, Business Analysis, SDLC, ETL, Integration, Requirements Analysis, Software Project..., Data Integration, Business Process..., Cloud Computing, Data Modeling, Business Process, Management Consulting
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
M.S., Information Systems
Berry College 1987 — 1991
B.S., Economics, Business Administration
Enhance Net Solutions October 2013 - Present
Threshold Consulting Services January 2012 - October 2013
Vanguard 2012 - 2013
PHH Corporation April 2010 - September 2011
Eclipsys 2009 - 2010
Eclipsys/Allscripts 2008 - 2009
Threshold Consulting Services 2008 - 2008
Noble 2007 - 2007
Mirant and Cox Enterprises 2000 - 2004
BellSouth and Threshold Consulting 2003 - 2003
Skills
HFM, OBIEE, EPM, Business Intelligence..., Oracle, Business Intelligence, Data Warehousing, Business Analysis, SDLC, ETL, Integration, Requirements Analysis, Software Project..., Data Integration, Business Process..., Cloud Computing, Data Modeling, Business Process, Management Consulting
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
M.S., Information Systems
Berry College 1987 — 1991
B.S., Economics, Business Administration
Christy Sheehan's Vanguard Experience January 2015 - Present
Job Marketing Management at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard - Retail Marketing and Communications April 2012 - Present
The Vanguard Group 2005 - April 2012
Vanguard July 2000 - March 2004
Skills
Leadership, Relationship Management, Process Improvement, Mutual Funds, Project Management, Financial Services, Management
Education
Saint Joseph's University 1996 — 2001
Master's degree, Marketing
Bloomsburg University of Pennsylvania 1990 — 1994
bs, Business Management
Vanguard January 2015 - Present
Vanguard - Retail Marketing and Communications April 2012 - Present
The Vanguard Group 2005 - April 2012
Vanguard July 2000 - March 2004
Skills
Leadership, Relationship Management, Process Improvement, Mutual Funds, Project Management, Financial Services, Management
Education
Saint Joseph's University 1996 — 2001
Master's degree, Marketing
Bloomsburg University of Pennsylvania 1990 — 1994
bs, Business Management
Amanda Kovolenko's Vanguard Experience September 2006 - July 2007
Job Senior Analyst, Investment Research at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. July 2007 - Present
Vanguard September 2006 - July 2007
Vanguard October 2005 - September 2006
Vanguard January 2005 - October 2005
Vanguard December 2003 - December 2004
Skills
Asset Allocation, Investment Strategies, Alternative Investments, Asset Managment, Investments, Fixed Income, Portfolio Management, Investment Management, Equities, Hedge Funds, Investment Advisory, Bloomberg, Series 63, Mutual Funds, Private Equity
Education
Bloomsburg University of Pennsylvania 2001 — 2003
Bachelor of Science in Business Administration, Finance
University of Pittsburgh
Hirtle, Callaghan & Co. July 2007 - Present
Vanguard September 2006 - July 2007
Vanguard October 2005 - September 2006
Vanguard January 2005 - October 2005
Vanguard December 2003 - December 2004
Skills
Asset Allocation, Investment Strategies, Alternative Investments, Asset Managment, Investments, Fixed Income, Portfolio Management, Investment Management, Equities, Hedge Funds, Investment Advisory, Bloomberg, Series 63, Mutual Funds, Private Equity
Education
Bloomsburg University of Pennsylvania 2001 — 2003
Bachelor of Science in Business Administration, Finance
University of Pittsburgh
Thomas J. Greco's Vanguard Experience 2001 - 2007
Job Director at Concentus Wealth Advisors
Industry Financial Services
Experience
Concentus Wealth Advisors February 2014 - Present
Wells Fargo Advisors, LLC April 2010 - February 2014
Turner Investment Partners January 2008 - May 2010
Vanguard 2001 - 2007
Skills
Series 7, Project Management, Financial Analysis, Portfolio Management, Finance, Wealth Management, Equities, Investments, Alternative Investments, Asset Allocation, Securities, Mutual Funds
Education
Saint Joseph's University 2007 — 2010
MBA, Finance
Bloomsburg University of Pennsylvania 1998 — 2002
Bachelors Degree of Science, Finance
Concentus Wealth Advisors February 2014 - Present
Wells Fargo Advisors, LLC April 2010 - February 2014
Turner Investment Partners January 2008 - May 2010
Vanguard 2001 - 2007
Skills
Series 7, Project Management, Financial Analysis, Portfolio Management, Finance, Wealth Management, Equities, Investments, Alternative Investments, Asset Allocation, Securities, Mutual Funds
Education
Saint Joseph's University 2007 — 2010
MBA, Finance
Bloomsburg University of Pennsylvania 1998 — 2002
Bachelors Degree of Science, Finance
Derek A. Russell, MBA, FHFMA's Vanguard Experience June 2000 - January 2003
Job System Budget Director at Saint Thomas Health
Industry Hospital & Health Care
Experience
Saint Thomas Health September 2012 - Present
Catholic Health East July 2007 - September 2012
Catholic Health East May 2005 - July 2007
Golden Express Travel Centers January 2003 - May 2005
Vanguard June 2000 - January 2003
Skills
Financial Reporting, Process Improvement, Budgeting, Strategic Capital..., Healthcare Finance, Staff Development, Corporate Treasury, Financial Analysis, Financial Planning, Financial Modeling, Corporate Finance, Financial Management, Financial Accounting, Strategic Planning, Analysis, Business Analysis, Planning, Business Process..., Business Intelligence, Excel, Capital Markets, Capital Budgeting, Capital Management, Capital Projects, Strategy, Leadership, Management, Business Strategy, Finance, Program Management, Healthcare
Education
West Chester University of Pennsylvania 2009 — 2013
MBA, Business, 3.98
Bloomsburg University of Pennsylvania 1996 — 2000
Bachelor of Science (BS), Finance
Weston High School 1992 — 1996
Saint Thomas Health September 2012 - Present
Catholic Health East July 2007 - September 2012
Catholic Health East May 2005 - July 2007
Golden Express Travel Centers January 2003 - May 2005
Vanguard June 2000 - January 2003
Skills
Financial Reporting, Process Improvement, Budgeting, Strategic Capital..., Healthcare Finance, Staff Development, Corporate Treasury, Financial Analysis, Financial Planning, Financial Modeling, Corporate Finance, Financial Management, Financial Accounting, Strategic Planning, Analysis, Business Analysis, Planning, Business Process..., Business Intelligence, Excel, Capital Markets, Capital Budgeting, Capital Management, Capital Projects, Strategy, Leadership, Management, Business Strategy, Finance, Program Management, Healthcare
Education
West Chester University of Pennsylvania 2009 — 2013
MBA, Business, 3.98
Bloomsburg University of Pennsylvania 1996 — 2000
Bachelor of Science (BS), Finance
Weston High School 1992 — 1996
Lindsey Hornsleth's Vanguard Experience September 2008 - Present
Job Operations Administrator at Vanguard
Industry Financial Services
Experience
Vanguard September 2008 - Present
Vanguard 2012 - 2012
Vanguard March 2005 - September 2008
Prudential Fox and Roach/Trident Morgage June 2004 - March 2005
Skills
Process Improvement, Project Management, Leadership, Strategic Planning, Team Building, Teamwork, Retirement Planning, Data Analysis, Procedure Development, Networking, Business Process Mapping
Education
West Chester University of Pennsylvania 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bloomsburg University of Pennsylvania 2000 — 2001
Business Administration and Management, General
Vanguard September 2008 - Present
Vanguard 2012 - 2012
Vanguard March 2005 - September 2008
Prudential Fox and Roach/Trident Morgage June 2004 - March 2005
Skills
Process Improvement, Project Management, Leadership, Strategic Planning, Team Building, Teamwork, Retirement Planning, Data Analysis, Procedure Development, Networking, Business Process Mapping
Education
West Chester University of Pennsylvania 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bloomsburg University of Pennsylvania 2000 — 2001
Business Administration and Management, General
Jason Dreessen's Vanguard Experience February 2013 - Present
Job Operations Business Administrator at Vanguard
Industry Financial Services
Experience
Vanguard February 2013 - Present
Vanguard August 2011 - February 2013
Vanguard October 2008 - August 2011
Skills
Process Improvement, Microsoft Excel, Risk Management, Business Analysis, Relationship Management, Finance, Customer Service
Education
Bloomsburg University of Pennsylvania 2004 — 2008
Bachelors, Management, Economics
Vanguard February 2013 - Present
Vanguard August 2011 - February 2013
Vanguard October 2008 - August 2011
Skills
Process Improvement, Microsoft Excel, Risk Management, Business Analysis, Relationship Management, Finance, Customer Service
Education
Bloomsburg University of Pennsylvania 2004 — 2008
Bachelors, Management, Economics
Alan Konjusky's Vanguard Experience 1997 - Present
Job Risk Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group August 2008 - Present
Vanguard 1997 - Present
Education
Bloomsburg University of Pennsylvania 1975 — 1981
BS, MBA, Business Administration
The Vanguard Group August 2008 - Present
Vanguard 1997 - Present
Education
Bloomsburg University of Pennsylvania 1975 — 1981
BS, MBA, Business Administration
Nidhin Benjamine's Vanguard Experience October 2010 - March 2011
Job Enterprise Consultant at Anthem
Industry Computer Software
Experience
Cognizant Technology Solutions March 2011 - Present
Coventry Health Care 2011 - Present
UST 2014 - 2015
Vanguard October 2010 - March 2011
HRBLock April 2009 - September 2010
Tmobile September 2008 - March 2009
Capgemini December 2006 - May 2008
Logica September 2004 - November 2006
Skills
Web Services, Microsoft SQL Server, SDLC, SSRS, Java Enterprise Edition, SOA, JDBC, XML, Spring, PL/SQL, Java, SOAP, Struts, Hibernate, Weblogic, Spring Framework, WebLogic
Education
Bharathiar University
MCA, Computer Applications
Mahatma Gandhi University
Mathematics
RVS colllege
RVS colllege
Cognizant Technology Solutions March 2011 - Present
Coventry Health Care 2011 - Present
UST 2014 - 2015
Vanguard October 2010 - March 2011
HRBLock April 2009 - September 2010
Tmobile September 2008 - March 2009
Capgemini December 2006 - May 2008
Logica September 2004 - November 2006
Skills
Web Services, Microsoft SQL Server, SDLC, SSRS, Java Enterprise Edition, SOA, JDBC, XML, Spring, PL/SQL, Java, SOAP, Struts, Hibernate, Weblogic, Spring Framework, WebLogic
Education
Bharathiar University
MCA, Computer Applications
Mahatma Gandhi University
Mathematics
RVS colllege
RVS colllege
Matt Engelhart's Vanguard Experience July 2013 - May 2014
Job Campaign Analyst at Communications Media, Inc.
Industry Market Research
Experience
Communications Media, Inc. July 2015 - Present
Cadient Group May 2014 - June 2015
Vanguard July 2013 - May 2014
SemperCon October 2012 - July 2013
Merion Matters November 2011 - September 2012
Cogent Performance Management September 2010 - February 2011
RAF Consulting November 2009 - June 2010
Underwater World August 2009 - November 2009
Experian Hitwise May 2008 - August 2008
Vintage Tub and Bath January 2007 - December 2007
Skills
Business Analysis, Web Analytics, Online Marketing, Competitive Analysis, Marketing, Project Management, Mobile Applications, Requirements Analysis, Technical Writing, Requirements Gathering, Business Requirements, Project Planning, Project Coordination, Online Marketing..., Mobile Marketing, Scrum, Android, iOS development, Microsoft Office, Adobe Creative Suite, Sales, Mobile Analytics, Business Systems..., Adobe Analytics, Google Analytics, Site Catalyst, Social Media Metrics, Strategic Measurement..., Demographic Analysis, Offshore Management, Social Listening, Analytics
Education
Bloomsburg University of Pennsylvania 2005 — 2009
Bachelors of Business Administration, Marketing, Economics
Communications Media, Inc. July 2015 - Present
Cadient Group May 2014 - June 2015
Vanguard July 2013 - May 2014
SemperCon October 2012 - July 2013
Merion Matters November 2011 - September 2012
Cogent Performance Management September 2010 - February 2011
RAF Consulting November 2009 - June 2010
Underwater World August 2009 - November 2009
Experian Hitwise May 2008 - August 2008
Vintage Tub and Bath January 2007 - December 2007
Skills
Business Analysis, Web Analytics, Online Marketing, Competitive Analysis, Marketing, Project Management, Mobile Applications, Requirements Analysis, Technical Writing, Requirements Gathering, Business Requirements, Project Planning, Project Coordination, Online Marketing..., Mobile Marketing, Scrum, Android, iOS development, Microsoft Office, Adobe Creative Suite, Sales, Mobile Analytics, Business Systems..., Adobe Analytics, Google Analytics, Site Catalyst, Social Media Metrics, Strategic Measurement..., Demographic Analysis, Offshore Management, Social Listening, Analytics
Education
Bloomsburg University of Pennsylvania 2005 — 2009
Bachelors of Business Administration, Marketing, Economics
Jay Haas's Vanguard Experience 2011 - October 2014
Job Director at Cipperman Compliance Services, LLC
Industry Financial Services
Experience
Cipperman Compliance Services, LLC October 2014 - Present
Vanguard 2011 - October 2014
Vanguard June 2006 - February 2011
Ferris, Baker, Watts 2004 - 2006
Janney Montgomery Scott 1999 - 2004
Skills
FINRA, Series 7, Securities, Mutual Funds, AML, Series 63, Equities, Uniform Combined State..., Series 24, Risk Management, Investment Advisory, Financial Risk, Series 14, Series 9, Series 10, Series 55, Fixed Income, ETFs, Alternative Investments
Education
Bentley College 1988 — 1992
BS, Economics/Finance
Cipperman Compliance Services, LLC October 2014 - Present
Vanguard 2011 - October 2014
Vanguard June 2006 - February 2011
Ferris, Baker, Watts 2004 - 2006
Janney Montgomery Scott 1999 - 2004
Skills
FINRA, Series 7, Securities, Mutual Funds, AML, Series 63, Equities, Uniform Combined State..., Series 24, Risk Management, Investment Advisory, Financial Risk, Series 14, Series 9, Series 10, Series 55, Fixed Income, ETFs, Alternative Investments
Education
Bentley College 1988 — 1992
BS, Economics/Finance
Eugene Wasnetsky's Vanguard Experience August 2011 - April 2012
Job Marketing & Web Development Services
Industry Construction
Experience
Contractor April 2012 - Present
Vanguard August 2011 - April 2012
Kenexa March 2010 - July 2011
Self Employed November 2008 - March 2010
Deluxe Digital Studios June 2008 - November 2008
JCM Manugacturing Inc. January 1999 - October 2007
Self Employed Shipping Contractor May 1997 - March 2000
Skills
Hibernate, JBoss Seam, JSF, Spring, Java Enterprise Edition, JBoss Application Server, Java, Web Services, Agile Methodologies, SOA, SDLC, Requirements Analysis, Scrum, Web Applications
Education
Bloomsburg University of Pennsylvania 2005 — 2008
B.S. Mathematics, Graduate Studies & Applied Mathematics
Luzerne County Community College 2002 — 2004
Associate of Science (A.S.), Mathematics, 3.0
Contractor April 2012 - Present
Vanguard August 2011 - April 2012
Kenexa March 2010 - July 2011
Self Employed November 2008 - March 2010
Deluxe Digital Studios June 2008 - November 2008
JCM Manugacturing Inc. January 1999 - October 2007
Self Employed Shipping Contractor May 1997 - March 2000
Skills
Hibernate, JBoss Seam, JSF, Spring, Java Enterprise Edition, JBoss Application Server, Java, Web Services, Agile Methodologies, SOA, SDLC, Requirements Analysis, Scrum, Web Applications
Education
Bloomsburg University of Pennsylvania 2005 — 2008
B.S. Mathematics, Graduate Studies & Applied Mathematics
Luzerne County Community College 2002 — 2004
Associate of Science (A.S.), Mathematics, 3.0
Periyarselvan Ramanathan's Vanguard Experience September 2014 - Present
Job ICM Consultant at Vanguard
Industry Information Technology and Services
Experience
Vanguard September 2014 - Present
Springleaf Financial Services October 2013 - August 2014
Mohawk Industries March 2013 - September 2013
WorldPay December 2012 - March 2013
First Data Corporation August 2012 - December 2012
The Auto Club Group December 2011 - July 2012
Accenture Technology Solutions September 2008 - November 2011
Accenture Technology Solutions September 2007 - August 2008
Tata Consultancy Services 2001 - 2007
Skills
Informatica, Oracle, Software Project..., Ab initio, Callidus TrueComp, DB2/SQL, SQL Server, PL/SQL, ICM, Data Warehousing, Microsoft SQL Server, Xactly Incent, TrueComp, Callidus, Varicent, Visio, Data Marts, Business Intelligence, Performance Tuning, Ab Initio, Data Integration, Integration, Business Process, SDLC, ETL, Business Analysis
Education
Bharathidasan University 1996 — 2000
Bachelor of Engineering, Electrical and Electronics
Shanmugha Arts, Science, Technology and Research Academy 1996 — 2000
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Vanguard September 2014 - Present
Springleaf Financial Services October 2013 - August 2014
Mohawk Industries March 2013 - September 2013
WorldPay December 2012 - March 2013
First Data Corporation August 2012 - December 2012
The Auto Club Group December 2011 - July 2012
Accenture Technology Solutions September 2008 - November 2011
Accenture Technology Solutions September 2007 - August 2008
Tata Consultancy Services 2001 - 2007
Skills
Informatica, Oracle, Software Project..., Ab initio, Callidus TrueComp, DB2/SQL, SQL Server, PL/SQL, ICM, Data Warehousing, Microsoft SQL Server, Xactly Incent, TrueComp, Callidus, Varicent, Visio, Data Marts, Business Intelligence, Performance Tuning, Ab Initio, Data Integration, Integration, Business Process, SDLC, ETL, Business Analysis
Education
Bharathidasan University 1996 — 2000
Bachelor of Engineering, Electrical and Electronics
Shanmugha Arts, Science, Technology and Research Academy 1996 — 2000
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Amanda L Joslin's Vanguard Experience September 2013 - Present
Job Investment Specialist
Industry Financial Services
Experience
SEI April 2015 - Present
Vanguard September 2013 - Present
Yoli March 2014 - 2014
Millers Ale House July 2012 - October 2013
Premium Advertising, Inc May 2012 - July 2012
Mermaid Lake Swimclub May 2006 - August 2010
Bertucci's December 2008 - May 2010
Skills
Social Media, PowerPoint, Microsoft Office, Facebook, Social Networking, Microsoft Word, Microsoft Excel, Advertising, Event Planning, Customer Service, Teamwork, Marketing, Public Speaking, Social Media Marketing, Marketing Communications, Financial Reporting, Investments, Finance, Strategic Planning, Fundraising, Market Research
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.) in Business Administration, Marketing
SEI April 2015 - Present
Vanguard September 2013 - Present
Yoli March 2014 - 2014
Millers Ale House July 2012 - October 2013
Premium Advertising, Inc May 2012 - July 2012
Mermaid Lake Swimclub May 2006 - August 2010
Bertucci's December 2008 - May 2010
Skills
Social Media, PowerPoint, Microsoft Office, Facebook, Social Networking, Microsoft Word, Microsoft Excel, Advertising, Event Planning, Customer Service, Teamwork, Marketing, Public Speaking, Social Media Marketing, Marketing Communications, Financial Reporting, Investments, Finance, Strategic Planning, Fundraising, Market Research
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.) in Business Administration, Marketing
Julia Fuentes's Vanguard Experience January 2014 - Present
Job Product Manager, Model Portfolios at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard August 2008 - Present
Wachovia Bank/ Wachovia Securities June 2005 - August 2008
Wells Fargo Financial May 2003 - June 2005
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CIMA
Bloomsburg University of Pennsylvania 2000 — 2003
Bachelors, Finance and Marketing
Vanguard January 2014 - Present
Vanguard August 2008 - Present
Wachovia Bank/ Wachovia Securities June 2005 - August 2008
Wells Fargo Financial May 2003 - June 2005
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CIMA
Bloomsburg University of Pennsylvania 2000 — 2003
Bachelors, Finance and Marketing
Karen Franzone's Vanguard Experience September 2012 - Present
Job Experienced Training Manager with International Financial Background
Industry Education Management
Experience
Vanguard September 2012 - Present
Valley Forge Military Academy & College August 2008 - June 2011
Unionville High School August 2007 - June 2008
Conestoga High School January 2007 - March 2007
Towers Perrin June 1999 - November 2006
New York Institute of Finance March 1996 - December 1998
Price Waterhouse, LLC January 1995 - February 1996
Peace Corps November 1992 - December 1994
SG Warburg December 1990 - November 1992
The First Boston Corporation June 1987 - November 1990
Skills
Project Management, Management, Curriculum Development, Spanish, Russian, Higher Education, Teaching, Tutoring, Curriculum Design, Teachers, Public Speaking, Financial Reporting, Budget, Technology, Website Development, E-Learning
Education
University of Pennsylvania 2003 — 2006
Teaching Certificate, PA Spanish Teacher Certification, 3.5
Fordham University 1990 — 1992
Master of Business Administration (MBA), International Finance, 3.5
SUNY Binghamton 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General, 3.7
Vanguard September 2012 - Present
Valley Forge Military Academy & College August 2008 - June 2011
Unionville High School August 2007 - June 2008
Conestoga High School January 2007 - March 2007
Towers Perrin June 1999 - November 2006
New York Institute of Finance March 1996 - December 1998
Price Waterhouse, LLC January 1995 - February 1996
Peace Corps November 1992 - December 1994
SG Warburg December 1990 - November 1992
The First Boston Corporation June 1987 - November 1990
Skills
Project Management, Management, Curriculum Development, Spanish, Russian, Higher Education, Teaching, Tutoring, Curriculum Design, Teachers, Public Speaking, Financial Reporting, Budget, Technology, Website Development, E-Learning
Education
University of Pennsylvania 2003 — 2006
Teaching Certificate, PA Spanish Teacher Certification, 3.5
Fordham University 1990 — 1992
Master of Business Administration (MBA), International Finance, 3.5
SUNY Binghamton 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General, 3.7
Jeffrey Fortmann's Vanguard Experience September 2014 - Present
Job at
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard July 2013 - Present
Vanguard October 2012 - July 2013
Skills
Series 63, Mutual Funds, 401k
Education
Bloomsburg University of Pennsylvania 2006 — 2010
Bachelors, Management
Vanguard September 2014 - Present
Vanguard July 2013 - Present
Vanguard October 2012 - July 2013
Skills
Series 63, Mutual Funds, 401k
Education
Bloomsburg University of Pennsylvania 2006 — 2010
Bachelors, Management
Jeff Pallante's Vanguard Experience January 2008 - Present
Job Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard January 2008 - Present
Skills
Series 63, Mutual Funds, Relationship Management, Asset Allocation, Financial Services, Investments, Equities, Retirement Planning, Securities, Portfolio Management, Wealth Management, Fixed Income, Asset Management, Investment Strategies, ETFs, Alternative Investments, Strategic Financial...
Education
Saint Joseph's University 2008 — 2012
MBA
Bloomsburg University of Pennsylvania 1987 — 1990
Finance
Vanguard January 2008 - Present
Skills
Series 63, Mutual Funds, Relationship Management, Asset Allocation, Financial Services, Investments, Equities, Retirement Planning, Securities, Portfolio Management, Wealth Management, Fixed Income, Asset Management, Investment Strategies, ETFs, Alternative Investments, Strategic Financial...
Education
Saint Joseph's University 2008 — 2012
MBA
Bloomsburg University of Pennsylvania 1987 — 1990
Finance
Robert Dills's Vanguard Experience October 2010 - Present
Job
Industry Financial Services
Experience
Vanguard October 2010 - Present
Vanguard September 2009 - October 2010
Vanguard September 2007 - September 2009
Vanguard September 2005 - September 2007
Vanguard February 2004 - September 2005
Stott, Hollowell, Palmer & Windham, LLC May 2003 - February 2004
YMCA 2000 - 2001
Belk 1999 - 2000
Skills
Series 7, Series 6, Series 63, Series 24, Retirement Planning, Retirement, Investments, Strategic Financial..., ETFs, Wealth Management, Investment Strategies, Relationship Management, IRAs, Asset Allocation, Securities, Fixed Annuities, Bonds, Financial Advisory, Financial Services, Financial Analysis, Asset Managment, Bloomberg, High Net Worth..., Financial Planning, Lotus Notes, Finance
Education
Belmont Abbey College 1998 — 2002
BA - Magna Cum Laude, Economics and Business Administration, 3.75
Campbell University, Norman Adrian Wiggins School of Law 2002 — 2003
Kaplan University 2013 — 2014
Certified Financial Planner Designation
Vanguard October 2010 - Present
Vanguard September 2009 - October 2010
Vanguard September 2007 - September 2009
Vanguard September 2005 - September 2007
Vanguard February 2004 - September 2005
Stott, Hollowell, Palmer & Windham, LLC May 2003 - February 2004
YMCA 2000 - 2001
Belk 1999 - 2000
Skills
Series 7, Series 6, Series 63, Series 24, Retirement Planning, Retirement, Investments, Strategic Financial..., ETFs, Wealth Management, Investment Strategies, Relationship Management, IRAs, Asset Allocation, Securities, Fixed Annuities, Bonds, Financial Advisory, Financial Services, Financial Analysis, Asset Managment, Bloomberg, High Net Worth..., Financial Planning, Lotus Notes, Finance
Education
Belmont Abbey College 1998 — 2002
BA - Magna Cum Laude, Economics and Business Administration, 3.75
Campbell University, Norman Adrian Wiggins School of Law 2002 — 2003
Kaplan University 2013 — 2014
Certified Financial Planner Designation
Janice Lessman's Vanguard Experience June 2012 - Present
Job High Net Worth Client Manager Flagship at Vanguard
Industry Financial Services
Experience
Vanguard June 2012 - Present
Susquehanna Bank 2001 - December 2011
Keystone Financial / M&T Bank 1989 - 2001
Northeastern Bank / PNC Bank 1984 - 1987
Skills
Wealth Management, Strategic Planning, Coaching, Trust Services, Banking, Financial Planning, Asset Management, Sales Management, Executive Management, Investments, Asset Managment, Insurance, Mergers & Acquisitions, Marketing, Leadership, Credit, Strategic Financial..., Management, Relationship Management, Team Leadership, Portfolio Management, Strategy, Market Research, Investment Management, Retail Banking
Education
Villanova University 2003 — 2008
Teaching Certification
Bloomsburg University of Pennsylvania 1980 — 1983
M.B.A.
Susquehanna University 1972 — 1976
B.S.
Vanguard June 2012 - Present
Susquehanna Bank 2001 - December 2011
Keystone Financial / M&T Bank 1989 - 2001
Northeastern Bank / PNC Bank 1984 - 1987
Skills
Wealth Management, Strategic Planning, Coaching, Trust Services, Banking, Financial Planning, Asset Management, Sales Management, Executive Management, Investments, Asset Managment, Insurance, Mergers & Acquisitions, Marketing, Leadership, Credit, Strategic Financial..., Management, Relationship Management, Team Leadership, Portfolio Management, Strategy, Market Research, Investment Management, Retail Banking
Education
Villanova University 2003 — 2008
Teaching Certification
Bloomsburg University of Pennsylvania 1980 — 1983
M.B.A.
Susquehanna University 1972 — 1976
B.S.
Charlene Gilbertson's Vanguard Experience
Job Manager, Global Mobility Services at Vanguard
Industry Financial Services
Experience
Vanguard
Education
Bloomsburg University of Pennsylvania
Bachelor of Business Administration (BBA), Finance
St. Joseph's University
Master of Business Administration (MBA)
Vanguard
Education
Bloomsburg University of Pennsylvania
Bachelor of Business Administration (BBA), Finance
St. Joseph's University
Master of Business Administration (MBA)
Frank Palmieri's Vanguard Experience October 2000 - December 2003
Job CRM Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2010 - Present
TIAA-CREF November 2005 - November 2010
TIAA-CREF January 2003 - October 2005
Vanguard October 2000 - December 2003
Skills
Financial Services, Business Analysis, CRM, SDLC, Vendor Management, Project Management, SharePoint, Process Improvement, Customer Service, Relationship Management, PMO, IT Strategy, Microsoft Office, Microsoft Excel, Agile Methodologies, Storyboarding, Test Case Generation, Test Coordination, UAT coordination, Project Entitlements, Strategy Implementation, Siebel, Siebel 7.x, OBIEE, Data Mining, Siebel 8.1, Requirements Analysis, Analytics, Business Intelligence
Education
Binghamton University 1995 — 2000
Bachelor's degree, Business Management, with concentration in MIS
TIAA-CREF November 2010 - Present
TIAA-CREF November 2005 - November 2010
TIAA-CREF January 2003 - October 2005
Vanguard October 2000 - December 2003
Skills
Financial Services, Business Analysis, CRM, SDLC, Vendor Management, Project Management, SharePoint, Process Improvement, Customer Service, Relationship Management, PMO, IT Strategy, Microsoft Office, Microsoft Excel, Agile Methodologies, Storyboarding, Test Case Generation, Test Coordination, UAT coordination, Project Entitlements, Strategy Implementation, Siebel, Siebel 7.x, OBIEE, Data Mining, Siebel 8.1, Requirements Analysis, Analytics, Business Intelligence
Education
Binghamton University 1995 — 2000
Bachelor's degree, Business Management, with concentration in MIS
Selena Abraham's Vanguard Experience May 1998 - Present
Job Personal Advisor at Vanguard
Industry Financial Services
Experience
Vanguard May 1998 - Present
Skills
Asset Allocation, Investments, Mutual Funds, Retirement Planning
Education
Belmont Abbey College 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Vanguard May 1998 - Present
Skills
Asset Allocation, Investments, Mutual Funds, Retirement Planning
Education
Belmont Abbey College 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Christopher Esser, CFP®'s Vanguard Experience May 2011 - Present
Job Senior Trust Financial Advisor
Industry Financial Services
Experience
Vanguard May 2011 - Present
USAA February 2010 - May 2011
TIAA-CREF October 2007 - August 2009
Vanguard March 1996 - September 2007
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Wealth Management, Series 7, Financial Services, Asset Allocation, Strategic Financial..., Securities, Series 63, Investment Advisory
Education
Bloomsburg University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), History
Vanguard May 2011 - Present
USAA February 2010 - May 2011
TIAA-CREF October 2007 - August 2009
Vanguard March 1996 - September 2007
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Wealth Management, Series 7, Financial Services, Asset Allocation, Strategic Financial..., Securities, Series 63, Investment Advisory
Education
Bloomsburg University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), History
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments