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
Vanguard List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Vanguard. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Vanguard Employees
Employee
Years
Job
Industry
Michael Aaronson Michael Aaronson's Vanguard Experience 1993 - 2002
Job Director, Relationship Management at Ascensus
Industry Financial Services
Experience
Ascensus 2010 - 2015
Ascensus January 2010 - June 2011
Ascensus February 2005 - December 2009
Creative Financial Group 2004 - 2004
Vanguard 1993 - 2002
State Street 1987 - 1993
Skills
Relationship Management, Mutual Funds, Management, Retirement, Financial Services, Finance, Asset Management, Asset Allocation, Process Improvement, Vendor Management, Investments, Securities, Series 63, Institutional Relations, Retirement Solutions, Defined Benefit, Defined Contribution, 401k, Record Keeping
Education
Boston University - School of Management 1988 — 1991
Master of Business Administration (M.B.A.), Management
University of California, Los Angeles 1981 — 1985
Bachelor's Degree, Psychology; Business Administration
Ascensus 2010 - 2015
Ascensus January 2010 - June 2011
Ascensus February 2005 - December 2009
Creative Financial Group 2004 - 2004
Vanguard 1993 - 2002
State Street 1987 - 1993
Skills
Relationship Management, Mutual Funds, Management, Retirement, Financial Services, Finance, Asset Management, Asset Allocation, Process Improvement, Vendor Management, Investments, Securities, Series 63, Institutional Relations, Retirement Solutions, Defined Benefit, Defined Contribution, 401k, Record Keeping
Education
Boston University - School of Management 1988 — 1991
Master of Business Administration (M.B.A.), Management
University of California, Los Angeles 1981 — 1985
Bachelor's Degree, Psychology; Business Administration
Kurt Schmehl Kurt Schmehl's Vanguard Experience February 2013 - Present
Job Client Relationship Management at Vanguard
Industry Financial Services
Experience
Vanguard February 2013 - Present
Loose, Brown and Associates October 2010 - December 2012
Simpleview Inc April 2012 - October 2012
Borough of Wyomissing April 2008 - April 2010
Skills
PowerPoint, Leadership, Social Media, Corporate Finance, Valuation, Finance, Bloomberg Terminal, Microsoft Excel, Business Analysis, Financial Reporting, Team Leadership, Budgets, Microsoft Office, Research, Data Analysis, CRM, New Business Development, Time Management, Management
Education
University of Arizona 2008 — 2012
Bachelor of Science (BS), Finance
Bond University 2011 — 2011
Vanguard February 2013 - Present
Loose, Brown and Associates October 2010 - December 2012
Simpleview Inc April 2012 - October 2012
Borough of Wyomissing April 2008 - April 2010
Skills
PowerPoint, Leadership, Social Media, Corporate Finance, Valuation, Finance, Bloomberg Terminal, Microsoft Excel, Business Analysis, Financial Reporting, Team Leadership, Budgets, Microsoft Office, Research, Data Analysis, CRM, New Business Development, Time Management, Management
Education
University of Arizona 2008 — 2012
Bachelor of Science (BS), Finance
Bond University 2011 — 2011
Bonnie Cruice Bonnie Cruice's Vanguard Experience October 2007 - Present
Job Creative Social Media and Advertising Strategist at Vanguard
Industry Financial Services
Experience
Vanguard October 2007 - Present
ClassyMommy October 2009 - Present
Community Manager Recharge - Social Media Conference January 2013 - November 2013
Philadelphia Phillies January 2010 - December 2011
Vanguard July 2006 - October 2007
Skills
Facebook, Twitter, YouTube, Hootsuite, Wordpress, Series 7, Series 63, social media, Social Media Marketing, Social Media Consulting, Project Management, Event Planning, Digital Marketing
Education
Bob Jones University 2002 — 2006
Human Resource Management
Vanguard October 2007 - Present
ClassyMommy October 2009 - Present
Community Manager Recharge - Social Media Conference January 2013 - November 2013
Philadelphia Phillies January 2010 - December 2011
Vanguard July 2006 - October 2007
Skills
Facebook, Twitter, YouTube, Hootsuite, Wordpress, Series 7, Series 63, social media, Social Media Marketing, Social Media Consulting, Project Management, Event Planning, Digital Marketing
Education
Bob Jones University 2002 — 2006
Human Resource Management
Tony DeRose Tony DeRose's Vanguard Experience April 2010 - July 2011
Job Instructional Technologist, Technical Writer, and Video Production
Industry Real Estate
Experience
CubeSmart February 2012 - January 2013
CSC August 2011 - February 2012
Vanguard April 2010 - July 2011
Bloomsburg University 2008 - 2011
Vanguard January 2008 - April 2010
Skills
Captivate, Instructional Design, SnagIt, ADDIE, E-Learning, Technical Writing, Blended Learning, Camtasia, Needs Analysis, Instructional Technology, Learning Management..., Instructor-led Training, Distance Learning, RoboHelp, Lectora, Learning Management, Visio, Adult Education, Technical Communication, Content Management, Video Editing, Microsoft Word, Microsoft Excel, Pinnacle, Mockups, Audio Editing, Voiceovers, Adobe Acrobat, Adobe Production CS..., Prezi, Technical Training, Training, SharePoint, Curriculum Design, SCORM, Hands-on Training, Content Development, Software Documentation, Moodle, Educational Technology
Education
Bloomsburg University of Pennsylvania 2008 — 2012
MSIT
Drexel University 2003 — 2005
Bachelor of Science (B.S.)
Lynda.com
CubeSmart February 2012 - January 2013
CSC August 2011 - February 2012
Vanguard April 2010 - July 2011
Bloomsburg University 2008 - 2011
Vanguard January 2008 - April 2010
Skills
Captivate, Instructional Design, SnagIt, ADDIE, E-Learning, Technical Writing, Blended Learning, Camtasia, Needs Analysis, Instructional Technology, Learning Management..., Instructor-led Training, Distance Learning, RoboHelp, Lectora, Learning Management, Visio, Adult Education, Technical Communication, Content Management, Video Editing, Microsoft Word, Microsoft Excel, Pinnacle, Mockups, Audio Editing, Voiceovers, Adobe Acrobat, Adobe Production CS..., Prezi, Technical Training, Training, SharePoint, Curriculum Design, SCORM, Hands-on Training, Content Development, Software Documentation, Moodle, Educational Technology
Education
Bloomsburg University of Pennsylvania 2008 — 2012
MSIT
Drexel University 2003 — 2005
Bachelor of Science (B.S.)
Lynda.com
Jessica Meres Jessica Meres's Vanguard Experience December 2011 - January 2014
Job Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2015 - Present
Morgan Stanley Investment Management January 2014 - January 2015
Vanguard December 2011 - January 2014
TD January 2008 - November 2011
Skills
Sales, Microsoft Excel, Finance, Accounting, Management, Mutual Funds, Derivatives, Valuation, Wealth Management, Mortgage Lending, Securities, Options, Retail Banking, Financial Analysis, Bloomberg, Leadership
Education
Drexel University - College of Business and Administration 2009 — 2013
Bachelor's degree, Business/Commerce, General
Boston Architectural College 2006 — 2009
Bachelor of Architecture (BArch), Architecture
Morgan Stanley Investment Management January 2015 - Present
Morgan Stanley Investment Management January 2014 - January 2015
Vanguard December 2011 - January 2014
TD January 2008 - November 2011
Skills
Sales, Microsoft Excel, Finance, Accounting, Management, Mutual Funds, Derivatives, Valuation, Wealth Management, Mortgage Lending, Securities, Options, Retail Banking, Financial Analysis, Bloomberg, Leadership
Education
Drexel University - College of Business and Administration 2009 — 2013
Bachelor's degree, Business/Commerce, General
Boston Architectural College 2006 — 2009
Bachelor of Architecture (BArch), Architecture
Ferhan Mujahid Ferhan Mujahid's Vanguard Experience March 2011 - October 2014
Job Integration Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture October 2014 - Present
Fannie Mae 2014 - 2015
Vanguard March 2011 - October 2014
DLL March 2009 - January 2011
Skills
Message Oriented..., Systems Integration, TIBCO, TIBCO BusinessWorks, TIBCO EMS, ESB, TIBCO Administrator, SOA, Web Services, Software Development, XPath, Agile Methodologies, Oracle, Unix, SQL, Jenkins, Ant, Maven, JMS, MQ, Java, JavaScript, PL/SQL, HTML, XML, XSD, Middleware, Fiserv
Education
City University of New York
Bachelor's degree, Computer Science
Borough of Manhattan Community College
Associate's degree, Computer Science
Accenture October 2014 - Present
Fannie Mae 2014 - 2015
Vanguard March 2011 - October 2014
DLL March 2009 - January 2011
Skills
Message Oriented..., Systems Integration, TIBCO, TIBCO BusinessWorks, TIBCO EMS, ESB, TIBCO Administrator, SOA, Web Services, Software Development, XPath, Agile Methodologies, Oracle, Unix, SQL, Jenkins, Ant, Maven, JMS, MQ, Java, JavaScript, PL/SQL, HTML, XML, XSD, Middleware, Fiserv
Education
City University of New York
Bachelor's degree, Computer Science
Borough of Manhattan Community College
Associate's degree, Computer Science
Regina Ebersole's Vanguard Experience October 2012 - Present
Job Manager Change Management and Communication at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
Vanguard November 2010 - September 2012
Vanguard April 2005 - October 2010
Vanguard December 2003 - April 2005
Vanguard June 2003 - December 2003
Skills
Learning and Development, Organizational..., Organizational..., Project Management, Internal Communications, Change Management, Performance Consulting, Creativity, Innovation, Team Facilitation, Group Dynamics, Instructional Design, Graphic Design, ADDIE, Social Media, SharePoint, Adobe Connect, Instructional Technology, Agile Methodologies, Needs Analysis, Strategy, Training, Leadership Development, Consulting, Leadership, Program Management, Team Building
Education
St. Joseph University 2006 — 2013
Masters of Science, Organizational Development and Leadership
Bloomsburg University of Pennsylvania 1999 — 2003
Bachelor of Art, Communication Studies; Organizational Communication
Vanguard October 2012 - Present
Vanguard November 2010 - September 2012
Vanguard April 2005 - October 2010
Vanguard December 2003 - April 2005
Vanguard June 2003 - December 2003
Skills
Learning and Development, Organizational..., Organizational..., Project Management, Internal Communications, Change Management, Performance Consulting, Creativity, Innovation, Team Facilitation, Group Dynamics, Instructional Design, Graphic Design, ADDIE, Social Media, SharePoint, Adobe Connect, Instructional Technology, Agile Methodologies, Needs Analysis, Strategy, Training, Leadership Development, Consulting, Leadership, Program Management, Team Building
Education
St. Joseph University 2006 — 2013
Masters of Science, Organizational Development and Leadership
Bloomsburg University of Pennsylvania 1999 — 2003
Bachelor of Art, Communication Studies; Organizational Communication
Penny Birtwistle Gilson's Vanguard Experience June 2000 - January 2002
Job Controller at BCA Insurance Group
Industry Gambling & Casinos
Experience
BCA Insurance Group 2014 - Present
Resorts International Holdings January 2002 - January 2014
Vanguard June 2000 - January 2002
Players Services, Inc. January 1998 - June 2000
Franklin Electric January 1997 - January 1998
Kaden Arnone/HDS May 1989 - September 1996
Skills
Auditing, Finance, Sarbanes-Oxley Act, Budgets, Financial Reporting, Accounting, Due Diligence, Enterprise Risk..., Forecasting, Internal Audit, Financial Accounting, Casino Gaming, Financial Analysis, Casino, Gaming Industry, Management Accounting, Retirement Benefits, CPA, US GAAP, Internal Controls, Cash Management, General Ledger, Risk Assessment
Education
Boston University 1984 — 1988
Bachelor of Arts (B.A.), Psychology & Business Administraton minor
BCA Insurance Group 2014 - Present
Resorts International Holdings January 2002 - January 2014
Vanguard June 2000 - January 2002
Players Services, Inc. January 1998 - June 2000
Franklin Electric January 1997 - January 1998
Kaden Arnone/HDS May 1989 - September 1996
Skills
Auditing, Finance, Sarbanes-Oxley Act, Budgets, Financial Reporting, Accounting, Due Diligence, Enterprise Risk..., Forecasting, Internal Audit, Financial Accounting, Casino Gaming, Financial Analysis, Casino, Gaming Industry, Management Accounting, Retirement Benefits, CPA, US GAAP, Internal Controls, Cash Management, General Ledger, Risk Assessment
Education
Boston University 1984 — 1988
Bachelor of Arts (B.A.), Psychology & Business Administraton minor
Ronald Stoffle Ronald Stoffle's Vanguard Experience August 2013 - Present
Job Select Services Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Vanguard October 2011 - July 2013
Skills
Finance, Series 7, Series 63, Investments, Investment Management
Education
Boston University 2015 — 2015
Financial Planning Program
Grand Canyon University 2012 — 2014
Master of Business Administration (M.B.A.)
University of Arizona 2008 — 2011
Bachelor's Degree, Finance
Vanguard August 2013 - Present
Vanguard October 2011 - July 2013
Skills
Finance, Series 7, Series 63, Investments, Investment Management
Education
Boston University 2015 — 2015
Financial Planning Program
Grand Canyon University 2012 — 2014
Master of Business Administration (M.B.A.)
University of Arizona 2008 — 2011
Bachelor's Degree, Finance
Gene Feyl's Vanguard Experience April 2010 - Present
Job Head of U.S. Audit Services at Vanguard
Industry Financial Services
Experience
Vanguard April 2010 - Present
EY November 2000 - April 2010
John Hancock Financial Services August 1995 - November 2000
Education
Boston College
Vanguard April 2010 - Present
EY November 2000 - April 2010
John Hancock Financial Services August 1995 - November 2000
Education
Boston College
Anthony Jarrett Anthony Jarrett's Vanguard Experience August 2015 - Present
Job Client Service Associate at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Wells Fargo October 2012 - August 2015
Morgan Stanley March 2011 - October 2012
Chase October 2007 - December 2009
Skills
Investments, Series 7, Equities, Financial Modeling, Securities, Portfolio Management, Fixed Income, Financial Analysis, Valuation, Asset Management, Mutual Funds, Capital Markets, Alternative Investments, Wealth Management, Series 63, Series 6, Life Insurance, Microsoft Word, Microsoft Excel, PowerPoint, Outlook
Education
Borough of Manhattan Community College 2001 — 2003
Associate of Arts (AA), Business Administration and Management, General
Vanguard August 2015 - Present
Wells Fargo October 2012 - August 2015
Morgan Stanley March 2011 - October 2012
Chase October 2007 - December 2009
Skills
Investments, Series 7, Equities, Financial Modeling, Securities, Portfolio Management, Fixed Income, Financial Analysis, Valuation, Asset Management, Mutual Funds, Capital Markets, Alternative Investments, Wealth Management, Series 63, Series 6, Life Insurance, Microsoft Word, Microsoft Excel, PowerPoint, Outlook
Education
Borough of Manhattan Community College 2001 — 2003
Associate of Arts (AA), Business Administration and Management, General
Sarah Cosgrove's Vanguard Experience June 2011 - November 2013
Job Staffing Consultant at Randstad USA
Industry Staffing and Recruiting
Experience
Randstad USA May 2014 - Present
Randstad USA November 2013 - May 2014
Vanguard June 2011 - November 2013
Skills
Applicant Tracking..., Onboarding, Talent Acquisition, Recruiting, Talent Management, Human Resources, College Recruiting, Employee Relations, Technical Recruiting, Internet Recruiting, Interviews, HRIS, Sourcing, Performance Management, HR Consulting
Education
Boston College 2009 — 2013
Bachelor of Science (B.S.), Psychology
Villa Joseph Marie High School 2005 — 2009
Randstad USA May 2014 - Present
Randstad USA November 2013 - May 2014
Vanguard June 2011 - November 2013
Skills
Applicant Tracking..., Onboarding, Talent Acquisition, Recruiting, Talent Management, Human Resources, College Recruiting, Employee Relations, Technical Recruiting, Internet Recruiting, Interviews, HRIS, Sourcing, Performance Management, HR Consulting
Education
Boston College 2009 — 2013
Bachelor of Science (B.S.), Psychology
Villa Joseph Marie High School 2005 — 2009
Kristin Barry Collins Kristin Barry Collins's Vanguard Experience October 2011 - Present
Job Head of Advisor Resources at Vanguard
Industry Financial Services
Experience
Vanguard October 2011 - Present
Vanguard September 2010 - October 2011
Vanguard April 2006 - September 2010
Lincoln Financial Distributors January 2005 - March 2006
Lincoln Financial Group July 2002 - January 2005
Skills
Project Management, Email Marketing, Portfolio Management, Microsoft Office, Relationship Management, Marketing Communications, Mutual Funds, Leadership, Strategic Planning, Financial Services, Marketing Strategy, Investments, Asset Management, Series 7, Marketing, Digital Marketing, Strategy, Market Research, Series 63, Budgets, Social Media, Sales, Competitive Analysis, Analytics, CRM
Education
St. Joseph's University 2010 — 2013
MBA, Managing Human Capital
Boston College 1998 — 2002
B.S., Marketing and Finance
Vanguard October 2011 - Present
Vanguard September 2010 - October 2011
Vanguard April 2006 - September 2010
Lincoln Financial Distributors January 2005 - March 2006
Lincoln Financial Group July 2002 - January 2005
Skills
Project Management, Email Marketing, Portfolio Management, Microsoft Office, Relationship Management, Marketing Communications, Mutual Funds, Leadership, Strategic Planning, Financial Services, Marketing Strategy, Investments, Asset Management, Series 7, Marketing, Digital Marketing, Strategy, Market Research, Series 63, Budgets, Social Media, Sales, Competitive Analysis, Analytics, CRM
Education
St. Joseph's University 2010 — 2013
MBA, Managing Human Capital
Boston College 1998 — 2002
B.S., Marketing and Finance
Nathan Hearns, CFP® Nathan Hearns, CFP®'s Vanguard Experience August 2011 - Present
Job Senior Financial Advisor at The Vanguard Group
Industry Financial Services
Experience
Vanguard August 2011 - Present
Vanguard August 2005 - July 2011
Masterworks School of the Arts January 2004 - November 2010
Skills
Microsoft Office, Project Management, Certified Financial..., CRM software, CRM, Investments, Financial Planning, Strategic Financial..., Portfolio Management, Finance, Asset Allocation, Management, Retirement, Mutual Funds, Series 63, Asset Management, Estate Planning, Financial Advisory
Education
Bowling Green State University 1998 — 2003
B.A., Education
Vanguard August 2011 - Present
Vanguard August 2005 - July 2011
Masterworks School of the Arts January 2004 - November 2010
Skills
Microsoft Office, Project Management, Certified Financial..., CRM software, CRM, Investments, Financial Planning, Strategic Financial..., Portfolio Management, Finance, Asset Allocation, Management, Retirement, Mutual Funds, Series 63, Asset Management, Estate Planning, Financial Advisory
Education
Bowling Green State University 1998 — 2003
B.A., Education
Tyler Posten Tyler Posten's Vanguard Experience October 2008 - July 2010
Job Manager at Deloitte
Industry Financial Services
Experience
Deloitte July 2012 - Present
UBS Investment Bank May 2011 - August 2011
Vanguard October 2008 - July 2010
Vanguard July 2007 - October 2008
Vanguard August 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Business Strategy, Finance, Strategic Planning, Management Consulting, Project Management, Valuation, Analysis, Strategy, Organizational Design, Business Process Design, Operating Models, Gap Analysis, Third Party Vendor..., Intermediary Oversight, Investment Compliance, Personal Trading, Transfer Agency, ETFs, Fund Accounting
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance, Consulting
Boston University 2002 — 2006
BSBA, Business Administration / Management
Deloitte July 2012 - Present
UBS Investment Bank May 2011 - August 2011
Vanguard October 2008 - July 2010
Vanguard July 2007 - October 2008
Vanguard August 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Business Strategy, Finance, Strategic Planning, Management Consulting, Project Management, Valuation, Analysis, Strategy, Organizational Design, Business Process Design, Operating Models, Gap Analysis, Third Party Vendor..., Intermediary Oversight, Investment Compliance, Personal Trading, Transfer Agency, ETFs, Fund Accounting
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance, Consulting
Boston University 2002 — 2006
BSBA, Business Administration / Management
Tracy Schatzel Tracy Schatzel's Vanguard Experience January 2015 - Present
Job Recruiting Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard September 2011 - December 2014
Vanguard March 2008 - September 2011
Vanguard January 2006 - March 2008
Skills
Recruiting, Talent Management, Talent Developer, Leadership Development, Management, College Recruiting
Education
Penn State University 2003 — 2006
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Bloomsburg University of Pennsylvania 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Vanguard January 2015 - Present
Vanguard September 2011 - December 2014
Vanguard March 2008 - September 2011
Vanguard January 2006 - March 2008
Skills
Recruiting, Talent Management, Talent Developer, Leadership Development, Management, College Recruiting
Education
Penn State University 2003 — 2006
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Bloomsburg University of Pennsylvania 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Andrew Parra Andrew Parra's Vanguard Experience September 2013 - Present
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard August 2012 - August 2013
Vanguard July 2011 - August 2012
Erb Law Firm January 2011 - May 2011
Educere: Virtual Education August 2010 - December 2010
Educere: Virtual Education May 2010 - August 2010
Americorp/Jumpstart Preschool September 2009 - May 2010
Skills
Data Analysis, Leadership, Financial Modeling, Microsoft Excel, Financial Analysis, Public Speaking, Strategic Planning, Market Research, Research, PowerPoint, Access, CRM, Microsoft Office, Event Planning, Non-profits, Community Outreach, Management, Teaching, Data Management, Vendor Management, Auditing, Internal Audit, Risk Management, Internal Controls, Financial Reporting, Business Transformation, Organizational..., Organizational Design, Nonprofits
Education
Boston University 2014 — 2017
Master of Science (MS), Computer Information Systems
Temple University 2007 — 2011
Bachelor of Arts, Economics, Philosophy
Vanguard September 2013 - Present
Vanguard August 2012 - August 2013
Vanguard July 2011 - August 2012
Erb Law Firm January 2011 - May 2011
Educere: Virtual Education August 2010 - December 2010
Educere: Virtual Education May 2010 - August 2010
Americorp/Jumpstart Preschool September 2009 - May 2010
Skills
Data Analysis, Leadership, Financial Modeling, Microsoft Excel, Financial Analysis, Public Speaking, Strategic Planning, Market Research, Research, PowerPoint, Access, CRM, Microsoft Office, Event Planning, Non-profits, Community Outreach, Management, Teaching, Data Management, Vendor Management, Auditing, Internal Audit, Risk Management, Internal Controls, Financial Reporting, Business Transformation, Organizational..., Organizational Design, Nonprofits
Education
Boston University 2014 — 2017
Master of Science (MS), Computer Information Systems
Temple University 2007 — 2011
Bachelor of Arts, Economics, Philosophy
Todd Strunk, CFP® Todd Strunk, CFP®'s Vanguard Experience June 2000 - December 2005
Job Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2006 - April 2012
Vanguard June 2000 - December 2005
Education
Bloomsburg University of Pennsylvania
Fidelity Investments January 2006 - April 2012
Vanguard June 2000 - December 2005
Education
Bloomsburg University of Pennsylvania
Shambhavi Guruprasad Shambhavi Guruprasad's Vanguard Experience August 2011 - May 2014
Job Tax Manager at PwC
Industry Law Practice
Experience
PwC May 2014 - Present
Vanguard August 2011 - May 2014
KPMG September 2010 - August 2011
Appellate Tax Board September 2009 - July 2010
Skills
Tax Law, International Tax, Corporate Tax, Corporate Law, Estate Planning
Education
Boston University School of Law 2008 — 2009
LL.M, Taxation
University of the Pacific - McGeorge School of Law 2004 — 2007
Doctor of Law (J.D.)
The University of Texas at Austin 2000 — 2004
B.A., Political Science, Mathematics
Andover High School
PwC May 2014 - Present
Vanguard August 2011 - May 2014
KPMG September 2010 - August 2011
Appellate Tax Board September 2009 - July 2010
Skills
Tax Law, International Tax, Corporate Tax, Corporate Law, Estate Planning
Education
Boston University School of Law 2008 — 2009
LL.M, Taxation
University of the Pacific - McGeorge School of Law 2004 — 2007
Doctor of Law (J.D.)
The University of Texas at Austin 2000 — 2004
B.A., Political Science, Mathematics
Andover High School
Tony DeRose Tony DeRose's Vanguard Experience April 2010 - July 2011
Job Instructional Designer and Video Editor
Industry Real Estate
Experience
CubeSmart February 2012 - Present
Vanguard April 2010 - July 2011
STC-PMC 2006 - January 2011
Vanguard January 2008 - April 2010
Skills
Adobe Acrobat, Captivate, Adobe Creative Suite
Education
Bloomsburg University of Pennsylvania 2008 — 2012
M.S., Instructional Technology
Bloomsburg University of Pennsylvania 2008 — 2012
MS, Instructional Technology
Drexel University 2002 — 2004
BS, Communications & Applied Technology
Father Judge High School 1983 — 1986
High School Diploma, General Education
CubeSmart February 2012 - Present
Vanguard April 2010 - July 2011
STC-PMC 2006 - January 2011
Vanguard January 2008 - April 2010
Skills
Adobe Acrobat, Captivate, Adobe Creative Suite
Education
Bloomsburg University of Pennsylvania 2008 — 2012
M.S., Instructional Technology
Bloomsburg University of Pennsylvania 2008 — 2012
MS, Instructional Technology
Drexel University 2002 — 2004
BS, Communications & Applied Technology
Father Judge High School 1983 — 1986
High School Diploma, General Education
Scott Utain Scott Utain's Vanguard Experience October 2015 - Present
Job High Net Worth Client Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2015 - Present
Vanguard April 2013 - October 2015
Vanguard July 2011 - April 2013
Vanguard July 2007 - July 2011
Vanguard January 2005 - July 2007
Vanguard May 1999 - December 2005
Skills
Mutual Funds, ETFs, Financial Services, Series 63, Securities Lending, Relationship Management, Series 7, Equities, Risk Management, Finance, Securities, Asset Management, Series 24, Investment Strategies, People Leadership, Conceptual Thinking, Financial Advisory, Program Management, Financial Markets, Management
Education
Penn State University 2002 — 2005
MBA, General Management and Finance Concentrations
Bloomsburg University of Pennsylvania 1994 — 1998
BS, Finance
Vanguard October 2015 - Present
Vanguard April 2013 - October 2015
Vanguard July 2011 - April 2013
Vanguard July 2007 - July 2011
Vanguard January 2005 - July 2007
Vanguard May 1999 - December 2005
Skills
Mutual Funds, ETFs, Financial Services, Series 63, Securities Lending, Relationship Management, Series 7, Equities, Risk Management, Finance, Securities, Asset Management, Series 24, Investment Strategies, People Leadership, Conceptual Thinking, Financial Advisory, Program Management, Financial Markets, Management
Education
Penn State University 2002 — 2005
MBA, General Management and Finance Concentrations
Bloomsburg University of Pennsylvania 1994 — 1998
BS, Finance
Jennifer Harkins, ABR, CRS, GRI's Vanguard Experience September 1991 - July 2001
Job Realtor at Coldwell Banker Preferred
Industry Real Estate
Experience
Coldwell Banker Preferred RealtorRemax Blue Ribbon AssociatesJuly 2001 - September 2008
Vanguard September 1991 - July 2001
Skills
Buyer Representation
Education
Boston University 1987 — 1991
BA, Psychology, Marketing
Coldwell Banker Preferred RealtorRemax Blue Ribbon AssociatesJuly 2001 - September 2008
Vanguard September 1991 - July 2001
Skills
Buyer Representation
Education
Boston University 1987 — 1991
BA, Psychology, Marketing
Nate Werntz's Vanguard Experience December 2012 - Present
Job Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard December 2012 - Present
Vanguard November 2010 - December 2012
United Way of Columbia County May 2010 - August 2010
Bloomsburg University January 2010 - August 2010
Radio Shack October 2004 - July 2009
Skills
Access, Microsoft Excel, Finance, Project Planning, Management, Sales, Research, Finding Opportunities..., Financial Analysis, Customer Service, Software Documentation, CRM
Education
Bloomsburg University of Pennsylvania 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.79
Bloomsburg University of Pennsylvania 2002 — 2009
Bachelor's Degree, Finance, and a minor in Legal Studies.
Vanguard December 2012 - Present
Vanguard November 2010 - December 2012
United Way of Columbia County May 2010 - August 2010
Bloomsburg University January 2010 - August 2010
Radio Shack October 2004 - July 2009
Skills
Access, Microsoft Excel, Finance, Project Planning, Management, Sales, Research, Finding Opportunities..., Financial Analysis, Customer Service, Software Documentation, CRM
Education
Bloomsburg University of Pennsylvania 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.79
Bloomsburg University of Pennsylvania 2002 — 2009
Bachelor's Degree, Finance, and a minor in Legal Studies.
Spencer McHugh Spencer McHugh's Vanguard Experience August 2015 - Present
Job FX Trader at The Vanguard Group
Industry Investment Management
Experience
Vanguard August 2015 - Present
Vanguard March 2014 - August 2015
Vanguard June 2013 - March 2014
Skills
Morningstar, Capital IQ, Stata, Peachtree, Microsoft Excel, Microsoft Word, Equity Valuation, PowerPoint, Quantitative Research, DCF Valuation, Capital Markets, Management, Leadership, Finance, Bloomberg, Research, Public Speaking, Fixed Income
Education
North Carolina State University 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Economics
Bloomsburg University of Pennsylvania 2007 — 2007
BSBA in Finance and BS in Economics, Finance and Economics
Vanguard August 2015 - Present
Vanguard March 2014 - August 2015
Vanguard June 2013 - March 2014
Skills
Morningstar, Capital IQ, Stata, Peachtree, Microsoft Excel, Microsoft Word, Equity Valuation, PowerPoint, Quantitative Research, DCF Valuation, Capital Markets, Management, Leadership, Finance, Bloomberg, Research, Public Speaking, Fixed Income
Education
North Carolina State University 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Economics
Bloomsburg University of Pennsylvania 2007 — 2007
BSBA in Finance and BS in Economics, Finance and Economics
Timothy Hewitt, CFP®'s Vanguard Experience September 2014 - Present
Job Senior Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
44 Central Ave LLC July 2013 - Present
United Real Estate January 2014 - Present
Hewitt & Christopher Real Estate LLC July 2011 - Present
Vanguard May 2012 - September 2014
Weichert Realtors September 2009 - January 2014
The Vanguard Group September 2010 - May 2012
The Vanguard Group April 2007 - September 2010
The Vanguard Group January 2006 - April 2007
Skills
Wealth Management, Retirement Planning, Investment Properties, Portfolio Management, Certified Financial..., Real Estate, Investment Strategies, Strategic Financial..., Finance, Investment Management, Estate Planning, Financial Planners, College Savings Plans, Contract Negotiation, Asset Allocation, Tax Planning, Mutual Funds, Investments, Retirement, Financial Planning, Investment Advisory, CRM
Education
Boston University 2008 — 2009
Certified Financial Planner Program
Penn State University, Smeal College of Business 2002 — 2005
BS, Finance
Vanguard September 2014 - Present
44 Central Ave LLC July 2013 - Present
United Real Estate January 2014 - Present
Hewitt & Christopher Real Estate LLC July 2011 - Present
Vanguard May 2012 - September 2014
Weichert Realtors September 2009 - January 2014
The Vanguard Group September 2010 - May 2012
The Vanguard Group April 2007 - September 2010
The Vanguard Group January 2006 - April 2007
Skills
Wealth Management, Retirement Planning, Investment Properties, Portfolio Management, Certified Financial..., Real Estate, Investment Strategies, Strategic Financial..., Finance, Investment Management, Estate Planning, Financial Planners, College Savings Plans, Contract Negotiation, Asset Allocation, Tax Planning, Mutual Funds, Investments, Retirement, Financial Planning, Investment Advisory, CRM
Education
Boston University 2008 — 2009
Certified Financial Planner Program
Penn State University, Smeal College of Business 2002 — 2005
BS, Finance
Chip Bromley, AIF, CAIA's Vanguard Experience 2004 - 2005
Job Principal at SC Advisors
Industry Capital Markets
Experience
SC Advisors September 2013 - Present
1015 Asset Management, LLC January 2011 - December 2014
CoreStates Capital Advisors, LLC August 2006 - August 2013
PNC Bank 2005 - 2006
Vanguard 2004 - 2005
Skills
Asset Allocation, Portfolio Management, Investments, Alternative Investments, Wealth Management, Investment Strategies, Equities, Securities, Asset Managment, Investment Advisory, Trading, Hedge Funds, Financial Analysis, Financial Modeling, Valuation, Retirement Planning
Education
Boston College 2000 — 2004
Bachelors of Science, Finance & Information Systems
Episcopal Academy 1996 — 2000
SC Advisors September 2013 - Present
1015 Asset Management, LLC January 2011 - December 2014
CoreStates Capital Advisors, LLC August 2006 - August 2013
PNC Bank 2005 - 2006
Vanguard 2004 - 2005
Skills
Asset Allocation, Portfolio Management, Investments, Alternative Investments, Wealth Management, Investment Strategies, Equities, Securities, Asset Managment, Investment Advisory, Trading, Hedge Funds, Financial Analysis, Financial Modeling, Valuation, Retirement Planning
Education
Boston College 2000 — 2004
Bachelors of Science, Finance & Information Systems
Episcopal Academy 1996 — 2000
Randy Pope Randy Pope's Vanguard Experience January 2003 - January 2011
Job Warehouse Operations Manager at Morgan Corporation
Industry Transportation/Trucking/Railroad
Experience
Morgan Corporation October 2014 - Present
Morgan Corporation January 2014 - October 2014
Morgan Corporation April 2013 - January 2014
Pope Business Services May 2011 - 2012
Vanguard January 2003 - January 2011
Vanguard January 2000 - January 2003
Vanguard January 1995 - January 2000
Vanguard January 1990 - January 1995
Vanguard January 1987 - January 1990
Skills
Strategy, Leadership, Project Management, Supply Chain Management, Cross-functional Team..., Six Sigma, Process Improvement, Team Building, Customer Service, Management, Account Management, Strategic Planning, Lean Manufacturing, Customer Satisfaction, Supply Chain, Procurement, Manufacturing, Purchasing, Project Planning, Budgets, Analysis, Business Planning, Contract Negotiation, Critical Thinking, Demand Planning, Logistics, Materials Management, Trucking
Education
Bloomsburg University of Pennsylvania
Bachelor of Science (B.S.), Business Administration and Management, General
Morgan Corporation October 2014 - Present
Morgan Corporation January 2014 - October 2014
Morgan Corporation April 2013 - January 2014
Pope Business Services May 2011 - 2012
Vanguard January 2003 - January 2011
Vanguard January 2000 - January 2003
Vanguard January 1995 - January 2000
Vanguard January 1990 - January 1995
Vanguard January 1987 - January 1990
Skills
Strategy, Leadership, Project Management, Supply Chain Management, Cross-functional Team..., Six Sigma, Process Improvement, Team Building, Customer Service, Management, Account Management, Strategic Planning, Lean Manufacturing, Customer Satisfaction, Supply Chain, Procurement, Manufacturing, Purchasing, Project Planning, Budgets, Analysis, Business Planning, Contract Negotiation, Critical Thinking, Demand Planning, Logistics, Materials Management, Trucking
Education
Bloomsburg University of Pennsylvania
Bachelor of Science (B.S.), Business Administration and Management, General
Daniel Stafford, CFP® Daniel Stafford, CFP®'s Vanguard Experience March 2013 - Present
Job Fixed Income Trading Manager
Industry Financial Services
Experience
Vanguard March 2013 - Present
Vanguard October 2010 - March 2013
Vanguard October 2007 - October 2010
Bank of America November 2004 - July 2007
Skills
Fixed Income, Trading, FINRA Series 7, Bloomberg, Series 24, Series 53, Series 63, Finance, Financial Services, Risk Management, Bonds, Equities, FINRA, Financial Analysis
Education
Queens University of Charlotte 2015 — 2017
Master of Business Administration (MBA), Finance, General
Boston University 2009 — 2010
Financial Planning, CFP®
The University of Akron 1999 — 2003
Bachelor of Science, Finance
Vanguard March 2013 - Present
Vanguard October 2010 - March 2013
Vanguard October 2007 - October 2010
Bank of America November 2004 - July 2007
Skills
Fixed Income, Trading, FINRA Series 7, Bloomberg, Series 24, Series 53, Series 63, Finance, Financial Services, Risk Management, Bonds, Equities, FINRA, Financial Analysis
Education
Queens University of Charlotte 2015 — 2017
Master of Business Administration (MBA), Finance, General
Boston University 2009 — 2010
Financial Planning, CFP®
The University of Akron 1999 — 2003
Bachelor of Science, Finance
Dennis Colannino's Vanguard Experience January 2012 - Present
Job Principal Consultant / Owner, ERP Vision
Industry Information Technology and Services
Experience
Vanguard January 2012 - Present
University of Phoenix January 2003 - Present
GSI Commerce August 2011 - January 2012
De Lage Landen June 2010 - August 2011
First Health March 1998 - June 2010
Lucent Technologies August 1995 - March 1998
Northrop Grumman Corporation October 1993 - August 1995
Stratus Computer October 1992 - September 1993
DMGT Corporation June 1991 - October 1992
GTE Corporation November 1987 - June 1991
Skills
PL/SQL, Data Modeling, Web Technologies, Oracle HR, Project Management, Oracle, Unix, Data Warehousing, ERP, Oracle E-Business Suite, Databases, Oracle Applications, SDLC, Java, SQL, Agile Methodologies, Linux, Testing, SharePoint, Business Analysis, Scrum, C#, Visual Basic, XML
Education
Northeastern University 1987 — 1989
MS, Electrical Engineering
Boston University 1980 — 1984
BS, Electrical Engineering
Vanguard January 2012 - Present
University of Phoenix January 2003 - Present
GSI Commerce August 2011 - January 2012
De Lage Landen June 2010 - August 2011
First Health March 1998 - June 2010
Lucent Technologies August 1995 - March 1998
Northrop Grumman Corporation October 1993 - August 1995
Stratus Computer October 1992 - September 1993
DMGT Corporation June 1991 - October 1992
GTE Corporation November 1987 - June 1991
Skills
PL/SQL, Data Modeling, Web Technologies, Oracle HR, Project Management, Oracle, Unix, Data Warehousing, ERP, Oracle E-Business Suite, Databases, Oracle Applications, SDLC, Java, SQL, Agile Methodologies, Linux, Testing, SharePoint, Business Analysis, Scrum, C#, Visual Basic, XML
Education
Northeastern University 1987 — 1989
MS, Electrical Engineering
Boston University 1980 — 1984
BS, Electrical Engineering
Todd Altomare CFP®, MBA Todd Altomare CFP®, MBA's Vanguard Experience June 2010 - Present
Job Ultra High Net Worth Senior Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard June 2010 - Present
Fidelity Family Office Services January 2006 - June 2010
Fidelity Family Office Services January 2006 - January 2010
Fidelity Operations Services Group 2003 - 2006
Fidelity Investments 2000 - 2003
Fidelity Investments October 1996 - January 2000
Skills
Project Management, Risk Management, Process Improvement, Personnel Management, Series 7, Mutual Funds, Series 63, Relationship Management, Financial Services, Investments, Wealth Management, Portfolio Management, Retirement, Asset Managment, Asset Allocation, High Net Worth..., Strategy, Management, CRM, Financial Advisory, Finance, Asset Management, Securities, 401k
Education
Suffolk University - Sawyer Business School 1996 — 1999
MBA, Marketing
Boston College 1989 — 1993
Bachelor of Science (B.S.), Finance/Marketing
Matignon High School 1985 — 1989
Vanguard June 2010 - Present
Fidelity Family Office Services January 2006 - June 2010
Fidelity Family Office Services January 2006 - January 2010
Fidelity Operations Services Group 2003 - 2006
Fidelity Investments 2000 - 2003
Fidelity Investments October 1996 - January 2000
Skills
Project Management, Risk Management, Process Improvement, Personnel Management, Series 7, Mutual Funds, Series 63, Relationship Management, Financial Services, Investments, Wealth Management, Portfolio Management, Retirement, Asset Managment, Asset Allocation, High Net Worth..., Strategy, Management, CRM, Financial Advisory, Finance, Asset Management, Securities, 401k
Education
Suffolk University - Sawyer Business School 1996 — 1999
MBA, Marketing
Boston College 1989 — 1993
Bachelor of Science (B.S.), Finance/Marketing
Matignon High School 1985 — 1989
Nicole Schuster's Vanguard Experience June 2014 - Present
Job 5th Grade Intern at The Chestnut Hill School
Industry Education Management
Experience
The Chestnut Hill School August 2015 - Present
Vanguard June 2014 - Present
Boston College January 2014 - May 2014
Boston College May 2012 - August 2012
Skills
Higher Education, Leadership, Public Speaking, Research, Fundraising, Event Planning, Nonprofits, Editing, Community Outreach, Data Analysis, Social Media, PowerPoint, Social Networking, Program Development, Microsoft Word, Blogging, Microsoft Excel, Microsoft Office, Public Relations
Education
Boston College 2015 — 2016
Master of Education (M.Ed.), Elementary Education and Teaching
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Double Major in Applied Psychology & Human Development and English
The Chestnut Hill School August 2015 - Present
Vanguard June 2014 - Present
Boston College January 2014 - May 2014
Boston College May 2012 - August 2012
Skills
Higher Education, Leadership, Public Speaking, Research, Fundraising, Event Planning, Nonprofits, Editing, Community Outreach, Data Analysis, Social Media, PowerPoint, Social Networking, Program Development, Microsoft Word, Blogging, Microsoft Excel, Microsoft Office, Public Relations
Education
Boston College 2015 — 2016
Master of Education (M.Ed.), Elementary Education and Teaching
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Double Major in Applied Psychology & Human Development and English
Jaques Clariond, CFA's Vanguard Experience May 2005 - December 2009
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2015 - Present
The Clariond Family Office August 2011 - Present
Cambridge Associates April 2014 - February 2015
Victrix Global August 2011 - April 2014
NewSpring Capital January 2010 - August 2011
Vanguard May 2005 - December 2009
Vanguard May 2005 - June 2007
Skills
Private Equity, Valuation, Financial Modeling, Investments, Asset Management, Venture Capital, Equities, Hedge Funds, Management Consulting, Due Diligence, Risk Management, Investment Management, Capital Markets, Investment Strategies, Fixed Income, Financial Analysis, Strategy, Asset Allocation, Finance, Alternative Investments, LBO, Mutual Funds, Asset Managment, ETFs, Portfolio Management, Investment Banking
Education
Yale University - Yale School of Management
Master of Business Administration (M.B.A.), Asset Management
CFA Institute 2006 — 2009
Chartered Financial Analyst
Bowdoin College 2001 — 2005
BA, Economics and Political Science
Choate Rosemary Hall 1998 — 2001
San Antonio Academy of Texas 1987 — 1997
Credit Suisse March 2015 - Present
The Clariond Family Office August 2011 - Present
Cambridge Associates April 2014 - February 2015
Victrix Global August 2011 - April 2014
NewSpring Capital January 2010 - August 2011
Vanguard May 2005 - December 2009
Vanguard May 2005 - June 2007
Skills
Private Equity, Valuation, Financial Modeling, Investments, Asset Management, Venture Capital, Equities, Hedge Funds, Management Consulting, Due Diligence, Risk Management, Investment Management, Capital Markets, Investment Strategies, Fixed Income, Financial Analysis, Strategy, Asset Allocation, Finance, Alternative Investments, LBO, Mutual Funds, Asset Managment, ETFs, Portfolio Management, Investment Banking
Education
Yale University - Yale School of Management
Master of Business Administration (M.B.A.), Asset Management
CFA Institute 2006 — 2009
Chartered Financial Analyst
Bowdoin College 2001 — 2005
BA, Economics and Political Science
Choate Rosemary Hall 1998 — 2001
San Antonio Academy of Texas 1987 — 1997
Pammi Bhullar Pammi Bhullar's Vanguard Experience October 2010 - April 2011
Job Program Development | Community Engagement | Partnership Development
Industry Higher Education
Experience
Center for Social Value Creation, Robert H. Smith School of Business, University of Maryland August 2013 - Present
City of Boston, Department of Innovation & Technology February 2013 - May 2013
Boston University School of Management August 2011 - May 2013
uAspire September 2012 - December 2012
City of Boston, Boston Public Schools June 2012 - August 2012
Lha Socialwork organization May 2011 - July 2011
Vanguard October 2010 - April 2011
Vanguard March 2009 - October 2010
Vanguard May 2008 - August 2008
Target May 2007 - January 2008
Skills
Public Speaking, Microsoft Office, Data Analysis, Customer Service, Building Relationships, Project Management, Microsoft Excel, Talent Management, Customer Relations, Project Management:..., Teaching English, Proofreading, Writing, Strategic Leadership, Conversational French, Teaching English as a..., Leadership, Fundraising, Management, Organizational..., Strategy, Analysis, Nonprofits, Research, Social Impact
Education
Boston University Questrom School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Leadership and Organizational Transformation; Public and Nonprofit Management
Institute for American Universities
French Language, International Business and Management, Theatre; Philosophy
University of Pittsburgh
Bachelor of Science in Business Administration, Marketing; Theatre Arts; French; West European Studies
Center for Social Value Creation, Robert H. Smith School of Business, University of Maryland August 2013 - Present
City of Boston, Department of Innovation & Technology February 2013 - May 2013
Boston University School of Management August 2011 - May 2013
uAspire September 2012 - December 2012
City of Boston, Boston Public Schools June 2012 - August 2012
Lha Socialwork organization May 2011 - July 2011
Vanguard October 2010 - April 2011
Vanguard March 2009 - October 2010
Vanguard May 2008 - August 2008
Target May 2007 - January 2008
Skills
Public Speaking, Microsoft Office, Data Analysis, Customer Service, Building Relationships, Project Management, Microsoft Excel, Talent Management, Customer Relations, Project Management:..., Teaching English, Proofreading, Writing, Strategic Leadership, Conversational French, Teaching English as a..., Leadership, Fundraising, Management, Organizational..., Strategy, Analysis, Nonprofits, Research, Social Impact
Education
Boston University Questrom School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Leadership and Organizational Transformation; Public and Nonprofit Management
Institute for American Universities
French Language, International Business and Management, Theatre; Philosophy
University of Pittsburgh
Bachelor of Science in Business Administration, Marketing; Theatre Arts; French; West European Studies
Thomas Romanyshyn's Vanguard Experience July 2013 - June 2014
Job Business Owner at Romanyshyn Marketing
Industry Marketing and Advertising
Experience
Pearl River Delta Procurement April 2015 - Present
Romanyshyn Marketing January 2015 - Present
BMW of Devon October 2014 - Present
Otto's BMW July 2014 - October 2014
Vanguard July 2013 - June 2014
Santo Volvo December 2012 - February 2013
Skills
Leadership, Management, Time Management, PowerPoint, Marketing, Training, Public Speaking, Sales, Teamwork, Social Media, Customer Service, Microsoft Word, Communication Skills, Microsoft Excel, Team Building, Facebook, Social Networking, Business, Finance, Communication, Corporate Communications, Business Ethics, Public Relations, Social Media Marketing, Research, Conflict Management, Interviewing Skills, Construction, Organizational..., Data Analysis, Market Research, Cold Calling, Marketing Communications, Process Improvement, Marketing Strategy, Advertising
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor's Degree, Interpersonal Communication
Pearl River Delta Procurement April 2015 - Present
Romanyshyn Marketing January 2015 - Present
BMW of Devon October 2014 - Present
Otto's BMW July 2014 - October 2014
Vanguard July 2013 - June 2014
Santo Volvo December 2012 - February 2013
Skills
Leadership, Management, Time Management, PowerPoint, Marketing, Training, Public Speaking, Sales, Teamwork, Social Media, Customer Service, Microsoft Word, Communication Skills, Microsoft Excel, Team Building, Facebook, Social Networking, Business, Finance, Communication, Corporate Communications, Business Ethics, Public Relations, Social Media Marketing, Research, Conflict Management, Interviewing Skills, Construction, Organizational..., Data Analysis, Market Research, Cold Calling, Marketing Communications, Process Improvement, Marketing Strategy, Advertising
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor's Degree, Interpersonal Communication
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
Mallory Sampson, CFP®'s Vanguard Experience November 2014 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard November 2014 - Present
Vanguard May 2013 - November 2014
Vanguard September 2011 - May 2013
Skills
Equities, Investments, Mutual Funds, Series 63, Series 7, Securities, Retirement Planning, Portfolio Management, Customer Service
Education
Boston University 2007 — 2011
Economics, Europe
Vanguard November 2014 - Present
Vanguard May 2013 - November 2014
Vanguard September 2011 - May 2013
Skills
Equities, Investments, Mutual Funds, Series 63, Series 7, Securities, Retirement Planning, Portfolio Management, Customer Service
Education
Boston University 2007 — 2011
Economics, Europe
Gaile Sinnott Gaile Sinnott's Vanguard Experience January 2005 - January 2010
Job Owner at South Street Designs
Industry Consumer Services
Experience
South Street Designs May 2013 - Present
Internal Revenue Service January 2009 - January 2010
United Way January 2005 - January 2010
Vanguard January 2005 - January 2010
Vanguard 2005 - 2010
USAirways December 1992 - January 2005
US Airways January 1992 - January 2005
Skills
Customer Service, Team Building, Sales, Negotiation, Microsoft Office, Sales Management, Finance, Contract Negotiation, Operations Management, Research, Organizational..., Artistic Abilities, Visual Arts, Creative Solutions, Creative Writing, Event Planning
Education
Boston University 2008 — 2009
Cert, Financial Planning and Services, A
University of North Carolina 1985 — 1989
B.S, Criminal Justice
University of North Carolina at Charlotte 1985 — 1989
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration, 3.52
South Street Designs May 2013 - Present
Internal Revenue Service January 2009 - January 2010
United Way January 2005 - January 2010
Vanguard January 2005 - January 2010
Vanguard 2005 - 2010
USAirways December 1992 - January 2005
US Airways January 1992 - January 2005
Skills
Customer Service, Team Building, Sales, Negotiation, Microsoft Office, Sales Management, Finance, Contract Negotiation, Operations Management, Research, Organizational..., Artistic Abilities, Visual Arts, Creative Solutions, Creative Writing, Event Planning
Education
Boston University 2008 — 2009
Cert, Financial Planning and Services, A
University of North Carolina 1985 — 1989
B.S, Criminal Justice
University of North Carolina at Charlotte 1985 — 1989
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration, 3.52
Frank Satterthwaite Frank Satterthwaite's Vanguard Experience 1990 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard 1990 - Present
Ernst & Young 1984 - 1990
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1990
MBA, Finance
Villanova University 1980 — 1984
BS, Accounting
Vanguard 1990 - Present
Ernst & Young 1984 - 1990
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1990
MBA, Finance
Villanova University 1980 — 1984
BS, Accounting
Tanya Pecorari's Vanguard Experience October 2014 - Present
Job Sales Analyst at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard June 2013 - October 2014
QVC November 2011 - January 2013
Vanguard 2012 - September 2012
Education
La Salle University 2011 — 2013
Master of Business Administration (MBA)
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelor of Arts (BA), Mass Communication/Media Studies, Minor: Marketing & Economics
Vanguard October 2014 - Present
Vanguard June 2013 - October 2014
QVC November 2011 - January 2013
Vanguard 2012 - September 2012
Education
La Salle University 2011 — 2013
Master of Business Administration (MBA)
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelor of Arts (BA), Mass Communication/Media Studies, Minor: Marketing & Economics
Tyler Allmond Tyler Allmond's Vanguard Experience July 2013 - Present
Job Vanguard
Industry Investment Management
Experience
Vanguard July 2013 - Present
Ameriprise Financial Services, Inc. May 2012 - August 2012
Erickson Retirement Communities March 2007 - July 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Access, Windows, Finance, Series 7, Series 63
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Information Technology, and Management, 3.49
Vanguard July 2013 - Present
Ameriprise Financial Services, Inc. May 2012 - August 2012
Erickson Retirement Communities March 2007 - July 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Access, Windows, Finance, Series 7, Series 63
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Information Technology, and Management, 3.49
Timothy Muldoon Timothy Muldoon's Vanguard Experience May 2014 - Present
Job at
Industry Financial Services
Experience
Vanguard May 2014 - Present
The Vanguard Group April 2010 - Present
Vanguard September 2006 - April 2010
Skills
Project Management, Visio, Business Analysis, Process Improvement, PMO, MS Project, Financial Services, SharePoint, Vendor Management, Program Management
Education
Temple University 2004 — 2006
Bachelor of Arts (B.A.), Broadcast Journalism
Bloomsburg University of Pennsylvania 2002 — 2004
Vanguard May 2014 - Present
The Vanguard Group April 2010 - Present
Vanguard September 2006 - April 2010
Skills
Project Management, Visio, Business Analysis, Process Improvement, PMO, MS Project, Financial Services, SharePoint, Vendor Management, Program Management
Education
Temple University 2004 — 2006
Bachelor of Arts (B.A.), Broadcast Journalism
Bloomsburg University of Pennsylvania 2002 — 2004
Thomas Grimm Thomas Grimm's Vanguard Experience January 2002 - July 2002
Job Client Account Billing Specialist at Miles & Stockbridge
Industry Law Practice
Experience
Miles & Stockbridge P.C. May 2014 - Present
Venable LLP April 2011 - May 2014
hibu January 2010 - April 2011
Hibu October 2007 - January 2010
Hibu June 2006 - October 2007
Hibu September 2005 - June 2006
Hibu February 2004 - September 2005
Hibu February 2003 - February 2004
Vanguard January 2002 - July 2002
Skills
Accounting, Management, Microsoft Excel, Account Management, Customer Service, Microsoft Office
Education
Bob Jones University 1998 — 2001
Bachelor of Science (BS), Marketing/Marketing Management, General
wccs
Miles & Stockbridge P.C. May 2014 - Present
Venable LLP April 2011 - May 2014
hibu January 2010 - April 2011
Hibu October 2007 - January 2010
Hibu June 2006 - October 2007
Hibu September 2005 - June 2006
Hibu February 2004 - September 2005
Hibu February 2003 - February 2004
Vanguard January 2002 - July 2002
Skills
Accounting, Management, Microsoft Excel, Account Management, Customer Service, Microsoft Office
Education
Bob Jones University 1998 — 2001
Bachelor of Science (BS), Marketing/Marketing Management, General
wccs
Rich Kiefner Rich Kiefner's Vanguard Experience June 2012 - July 2014
Job Senior IT Project Manager at Micron Technology
Industry Computer Hardware
Experience
Micron Technology July 2014 - Present
Vanguard June 2012 - July 2014
Vanguard June 2004 - May 2012
Vanguard November 2000 - May 2004
Vanguard December 1993 - November 2000
Siemens Healthcare (formerly SMS - Shared Medical Systems) February 1988 - December 1993
Skills
IT Management, SDLC, Software Project..., Business Analysis, Financial Systems, Agile Project Management, Vendor Management, Agile & Waterfall..., FileNet, MS Project, Microsoft Office, Visio, Healthcare Information..., Requirements Gathering, Fixed Income Technology, SAP ERP, Supply Chain Management
Education
Bloomsburg University of Pennsylvania
Bachelor of Science (B.S.), Computer Science
Micron Technology July 2014 - Present
Vanguard June 2012 - July 2014
Vanguard June 2004 - May 2012
Vanguard November 2000 - May 2004
Vanguard December 1993 - November 2000
Siemens Healthcare (formerly SMS - Shared Medical Systems) February 1988 - December 1993
Skills
IT Management, SDLC, Software Project..., Business Analysis, Financial Systems, Agile Project Management, Vendor Management, Agile & Waterfall..., FileNet, MS Project, Microsoft Office, Visio, Healthcare Information..., Requirements Gathering, Fixed Income Technology, SAP ERP, Supply Chain Management
Education
Bloomsburg University of Pennsylvania
Bachelor of Science (B.S.), Computer Science
Lauren Dygowski Lauren Dygowski's Vanguard Experience April 1998 - November 2007
Job Senior Principal Solutions Engineer at Genesys
Industry Telecommunications
Experience
Genesys December 2013 - Present
Avaya December 2007 - December 2013
Vanguard April 1998 - November 2007
MCI April 1997 - March 1998
United States Marine Corps September 1987 - March 1997
Skills
Telecommunications, VoIP, Unified Communications, Integration, Enterprise Architecture, IP, Data Center, Cloud Computing, Call Centers, IVR, Cisco Technologies, Disaster Recovery, SIP, Pre-sales, Wireless, Solution Architecture, Networking, Telephony, Network Architecture, Network Design, Enterprise Software, System Deployment, Managed Services, TCP/IP
Education
Boston University 1995 — 1996
MSBA, Business Administration
Texas Tech University 1990 — 1993
BS, Computer Science
University of North Texas 1984 — 1987
Genesys December 2013 - Present
Avaya December 2007 - December 2013
Vanguard April 1998 - November 2007
MCI April 1997 - March 1998
United States Marine Corps September 1987 - March 1997
Skills
Telecommunications, VoIP, Unified Communications, Integration, Enterprise Architecture, IP, Data Center, Cloud Computing, Call Centers, IVR, Cisco Technologies, Disaster Recovery, SIP, Pre-sales, Wireless, Solution Architecture, Networking, Telephony, Network Architecture, Network Design, Enterprise Software, System Deployment, Managed Services, TCP/IP
Education
Boston University 1995 — 1996
MSBA, Business Administration
Texas Tech University 1990 — 1993
BS, Computer Science
University of North Texas 1984 — 1987
Rob Bradway's Vanguard Experience June 1993 - Present
Job Service Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 1993 - Present
Skills
Customer Service, Public Relations, Leadership, Microsoft Office, Public Speaking, Sales, Social Media, Social Networking, Training, Team Building, Editing, Marketing, Fundraising, Research, Leadership Development, Event Planning, Nonprofits, Management, Project Management, Coaching
Education
Boston University 2005 — 2009
BS, Broadcasting and Film
Boston University, College of Communication 1975 — 1979
Bachelor of Science (BS), Broadcasting and Film
Vanguard June 1993 - Present
Skills
Customer Service, Public Relations, Leadership, Microsoft Office, Public Speaking, Sales, Social Media, Social Networking, Training, Team Building, Editing, Marketing, Fundraising, Research, Leadership Development, Event Planning, Nonprofits, Management, Project Management, Coaching
Education
Boston University 2005 — 2009
BS, Broadcasting and Film
Boston University, College of Communication 1975 — 1979
Bachelor of Science (BS), Broadcasting and Film
Shannon Cooley Shannon Cooley's Vanguard Experience June 2012 - Present
Job Benefit Calculations Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2012 - Present
Hutchison Insurance Agency September 2010 - April 2012
Chesterbrook Academy June 2010 - August 2011
Waterworld Recreation July 2008 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Visual Basic, SAS, Defined Benefit, Social Media, Analysis, Data Analysis, Leadership, Event Planning
Education
Villanova University 2015 — 2017
Master's, Analytics
Bloomsburg University of Pennsylvania 2010 — 2012
Bachelor of Science (B.S.), Mathematics; Actuarial Science concentration
Shippensburg University of Pennsylvania 2008 — 2010
Bachelor of Science (B.S.), Mathematics
Phoenixville Area High School 2004 — 2008
Vanguard June 2012 - Present
Hutchison Insurance Agency September 2010 - April 2012
Chesterbrook Academy June 2010 - August 2011
Waterworld Recreation July 2008 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Visual Basic, SAS, Defined Benefit, Social Media, Analysis, Data Analysis, Leadership, Event Planning
Education
Villanova University 2015 — 2017
Master's, Analytics
Bloomsburg University of Pennsylvania 2010 — 2012
Bachelor of Science (B.S.), Mathematics; Actuarial Science concentration
Shippensburg University of Pennsylvania 2008 — 2010
Bachelor of Science (B.S.), Mathematics
Phoenixville Area High School 2004 — 2008
Helena Jampel's Vanguard Experience December 2012 - Present
Job HR Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 2012 - Present
Vanguard August 2009 - November 2012
Vanguard June 2008 - August 2009
Skills
Strategic Communications, Project Management, Social Business, Needs Analysis, Instructional Design, Captivate, ADDIE, Blended Learning, Employee Training, Leadership Development, Human Resources, Instructor-led Training, Organizational..., E-Learning, Microsoft Office, Learning Management, Performance Consulting, Presenter, Technology Needs..., PowerPoint, Graphic Design, Adobe Audition, Corporate Communications, Articulate Presenter, Needs Assessment, Training & Development, Project Planning, Social Enterprise, Social Learning, Event Planning, Business Innovation
Education
Saint Joseph's University 2009 — 2011
M.S., Organizational Development and Leadership
Bucknell University 2004 — 2008
B.A., Sociology
Boston University 2007 — 2007
Abroad, Law
Vanguard December 2012 - Present
Vanguard August 2009 - November 2012
Vanguard June 2008 - August 2009
Skills
Strategic Communications, Project Management, Social Business, Needs Analysis, Instructional Design, Captivate, ADDIE, Blended Learning, Employee Training, Leadership Development, Human Resources, Instructor-led Training, Organizational..., E-Learning, Microsoft Office, Learning Management, Performance Consulting, Presenter, Technology Needs..., PowerPoint, Graphic Design, Adobe Audition, Corporate Communications, Articulate Presenter, Needs Assessment, Training & Development, Project Planning, Social Enterprise, Social Learning, Event Planning, Business Innovation
Education
Saint Joseph's University 2009 — 2011
M.S., Organizational Development and Leadership
Bucknell University 2004 — 2008
B.A., Sociology
Boston University 2007 — 2007
Abroad, Law
Chris Williams's Vanguard Experience February 2013 - August 2014
Job SVP Marketing, Insights and Acquisition at Lending Club
Industry Financial Services
Experience
Lending Club September 2014 - Present
Vanguard February 2013 - August 2014
The Vanguard Group March 2009 - February 2013
Bill Me Later, Inc. 2007 - 2009
Tierney Holdings 2005 - 2006
ING DIRECT August 2000 - September 2005
Vlasic Foods International 1998 - 2000
Campbell Soup Company 1997 - 1998
Reckitt Benckiser 1991 - 1997
L & F Products 1991 - 1997
Skills
Advertising, Online Advertising, Direct Marketing, Direct Mail, Database Marketing, Segmentation, Customer Retention, Brand Management, Brand Awareness, Brand Advertising, Positioning, Product Development, Strategy, Leadership, New Product and Service..., Promotions, CRM, Market Research, Brand Development, Competitive Analysis, Marketing Strategy, Online Marketing, Social Media Marketing, Product Marketing, Relationship Marketing, Customer Insight, Marketing, Direct Response, Strategic Planning, Market Planning, Analytics, Marketing Research, Retail, Integrated Marketing, Business Strategy, Strategic Partnerships, Public Relations, Multi-channel Marketing, Positive Can-do Attitude, Cross-functional Team..., Start-ups, Customer Acquisition, E-commerce, Digital Marketing, Marketing Management
Education
Duke University Fuqua School of Business 1989 — 1991
MBA
Boston University 1980 — 1982
BSBA
Lending Club September 2014 - Present
Vanguard February 2013 - August 2014
The Vanguard Group March 2009 - February 2013
Bill Me Later, Inc. 2007 - 2009
Tierney Holdings 2005 - 2006
ING DIRECT August 2000 - September 2005
Vlasic Foods International 1998 - 2000
Campbell Soup Company 1997 - 1998
Reckitt Benckiser 1991 - 1997
L & F Products 1991 - 1997
Skills
Advertising, Online Advertising, Direct Marketing, Direct Mail, Database Marketing, Segmentation, Customer Retention, Brand Management, Brand Awareness, Brand Advertising, Positioning, Product Development, Strategy, Leadership, New Product and Service..., Promotions, CRM, Market Research, Brand Development, Competitive Analysis, Marketing Strategy, Online Marketing, Social Media Marketing, Product Marketing, Relationship Marketing, Customer Insight, Marketing, Direct Response, Strategic Planning, Market Planning, Analytics, Marketing Research, Retail, Integrated Marketing, Business Strategy, Strategic Partnerships, Public Relations, Multi-channel Marketing, Positive Can-do Attitude, Cross-functional Team..., Start-ups, Customer Acquisition, E-commerce, Digital Marketing, Marketing Management
Education
Duke University Fuqua School of Business 1989 — 1991
MBA
Boston University 1980 — 1982
BSBA
Paul Connors's Vanguard Experience February 1997 - September 2005
Job
Industry Financial Services
Experience
Vanguard Group October 2005 - Present
Vanguard February 1997 - September 2005
Merrill Lynch February 1992 - February 1997
Merrill Lynch November 1987 - February 1992
Dun and Bradstreet June 1985 - December 1987
Skills
Capital Markets, Investments, Financial Services, Asset Allocation, Defined Contribution, Leadership, Portfolio Management, Series 63, Series 6, CRM, 401k, Defined Benefit, Relationship Management, Mutual Funds, Finance, Series 7
Education
Boston College 1981 — 1985
Bachelor of Science, Marketing
Boston College 1981 — 1985
B.S, Marketing
Vanguard Group October 2005 - Present
Vanguard February 1997 - September 2005
Merrill Lynch February 1992 - February 1997
Merrill Lynch November 1987 - February 1992
Dun and Bradstreet June 1985 - December 1987
Skills
Capital Markets, Investments, Financial Services, Asset Allocation, Defined Contribution, Leadership, Portfolio Management, Series 63, Series 6, CRM, 401k, Defined Benefit, Relationship Management, Mutual Funds, Finance, Series 7
Education
Boston College 1981 — 1985
Bachelor of Science, Marketing
Boston College 1981 — 1985
B.S, Marketing
Amy (Barber) Roberts's Vanguard Experience November 2009 - April 2010
Job Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
Vanguard November 2009 - April 2010
Metropolitan Real Estate Equity Management, LLC November 2006 - November 2009
Children's Hospital Trust 2005 - 2006
Education
Boston College 2000 — 2004
BA, Sociology
Merrill Lynch March 2011 - Present
Vanguard November 2009 - April 2010
Metropolitan Real Estate Equity Management, LLC November 2006 - November 2009
Children's Hospital Trust 2005 - 2006
Education
Boston College 2000 — 2004
BA, Sociology
Jay Tini's Vanguard Experience December 2011 - Present
Job Field Sales Executive with Vanguard
Industry Financial Services
Experience
Vanguard December 2011 - Present
AllianceBernstein June 2002 - December 2011
Skills
Series 63, Separately Managed...
Education
Boston College 1998 — 2002
Vanguard December 2011 - Present
AllianceBernstein June 2002 - December 2011
Skills
Series 63, Separately Managed...
Education
Boston College 1998 — 2002
William Arnold, CFA's Vanguard Experience July 2012 - Present
Job ETF Capital Markets
Industry Financial Services
Experience
Vanguard July 2012 - Present
The Vanguard Group January 2005 - June 2012
Vanguard January 2002 - December 2004
Skills
Investment Strategies, Financial Analysis, Bloomberg, Sales Process, Financial Markets, Strategic Planning, Sales Presentations, Capital Markets, Series 7, Series 63, ETFs, Equities, Fixed Income, Securities Lending, Series 65, Mutual Funds
Education
Villanova University 1999 — 2001
Master of Business Administration (MBA), Finance, General
Bloomsburg University of Pennsylvania 1992 — 1996
Bachelor of Science (BS), Finance, General
Vanguard July 2012 - Present
The Vanguard Group January 2005 - June 2012
Vanguard January 2002 - December 2004
Skills
Investment Strategies, Financial Analysis, Bloomberg, Sales Process, Financial Markets, Strategic Planning, Sales Presentations, Capital Markets, Series 7, Series 63, ETFs, Equities, Fixed Income, Securities Lending, Series 65, Mutual Funds
Education
Villanova University 1999 — 2001
Master of Business Administration (MBA), Finance, General
Bloomsburg University of Pennsylvania 1992 — 1996
Bachelor of Science (BS), Finance, General
Helen Ho, CFP®'s Vanguard Experience May 2014 - Present
Job Personal Advisor Client Experience
Industry Financial Services
Experience
Vanguard May 2014 - Present
Vanguard November 2012 - April 2014
Vanguard July 2011 - November 2012
Fidelity Investments April 2007 - July 2009
Fidelity Investments October 2006 - April 2007
Fidelity Investments September 2005 - October 2006
Skills
Series 7, Financial Planning, Series 63, Series 65, Asset Allocation, Investments, Strategic Financial...
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Marketing
Boston University 2007 — 2008
Certified Financial Planning
Cornell University 2001 — 2005
BA, Economics
Phillips Academy 1997 — 2001
Vanguard May 2014 - Present
Vanguard November 2012 - April 2014
Vanguard July 2011 - November 2012
Fidelity Investments April 2007 - July 2009
Fidelity Investments October 2006 - April 2007
Fidelity Investments September 2005 - October 2006
Skills
Series 7, Financial Planning, Series 63, Series 65, Asset Allocation, Investments, Strategic Financial...
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Marketing
Boston University 2007 — 2008
Certified Financial Planning
Cornell University 2001 — 2005
BA, Economics
Phillips Academy 1997 — 2001
Julie Virta's Vanguard Experience Portfolio OfficerBNY Mellon1994 - 1999
Job Senior Investment Manager at Vanguard
Industry Investment Management
Experience
Vanguard Portfolio OfficerBNY Mellon1994 - 1999
Education
Boston College
Vanguard Portfolio OfficerBNY Mellon1994 - 1999
Education
Boston College
Steve Zunino, CFP®'s Vanguard Experience January 2013 - Present
Job Internal Sales Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
Vanguard 2011 - January 2013
Vanguard July 2008 - February 2011
Vanguard August 2006 - June 2008
Vanguard August 2005 - August 2006
Skills
Series 63, Series 7, Mutual Funds, Sales Management, Coaching, Talent Developer, Building Relationships, Series 24, ETFs
Education
Bloomsburg University of Pennsylvania 2001 — 2005
Bachelor of Science (BS), Finance, General
Vanguard January 2013 - Present
Vanguard 2011 - January 2013
Vanguard July 2008 - February 2011
Vanguard August 2006 - June 2008
Vanguard August 2005 - August 2006
Skills
Series 63, Series 7, Mutual Funds, Sales Management, Coaching, Talent Developer, Building Relationships, Series 24, ETFs
Education
Bloomsburg University of Pennsylvania 2001 — 2005
Bachelor of Science (BS), Finance, General
Marifrances Bolger's Vanguard Experience February 2014 - Present
Job Human Resources Risk and Compliance Manager at Vanguard
Industry Law Practice
Experience
Vanguard February 2014 - Present
SunGard April 2007 - January 2014
Employment Practices Solutions 2001 - 2007
Morgan, Lewis & Bockius LLP 1996 - 2001
United States Air Force 1984 - 1991
Skills
Employment Law, Policy, Contract Negotiation, Litigation, Corporate Governance, Employee Relations, Mediation, Privacy Law
Education
Duke University School of Law 1993 — 1996
JD
Boston University 1989 — 1991
MA, International Relations
United States Air Force Academy 1980 — 1984
BS, International Relations
Vanguard February 2014 - Present
SunGard April 2007 - January 2014
Employment Practices Solutions 2001 - 2007
Morgan, Lewis & Bockius LLP 1996 - 2001
United States Air Force 1984 - 1991
Skills
Employment Law, Policy, Contract Negotiation, Litigation, Corporate Governance, Employee Relations, Mediation, Privacy Law
Education
Duke University School of Law 1993 — 1996
JD
Boston University 1989 — 1991
MA, International Relations
United States Air Force Academy 1980 — 1984
BS, International Relations
Joe Caufield, CFP®'s Vanguard Experience March 2014 - Present
Job Manager, Retail Advice at Vanguard
Industry Investment Management
Experience
Vanguard March 2014 - Present
Vanguard January 2011 - March 2014
Vanguard January 2008 - January 2011
Skills
Investments, Retirement, Asset Allocation, Mutual Funds, Retirement Planning, Wealth Management, Series 7, Series 63, Investment Management, Portfolio Management, Estate Planning, Asset Management, Series 6, Certified Financial..., Securities, 401k, CRM, Fixed Income, Equities, Personal Finance, Personal Financial..., Certifications, Series 24, Series 65
Education
Drexel University 2014 — 2016
Master of Business Administration (MBA)
Boston University 2009 — 2010
CFP(R), Personal Financial Planning
Penn State University 2002 — 2004
Bachelor of Arts
Vanguard March 2014 - Present
Vanguard January 2011 - March 2014
Vanguard January 2008 - January 2011
Skills
Investments, Retirement, Asset Allocation, Mutual Funds, Retirement Planning, Wealth Management, Series 7, Series 63, Investment Management, Portfolio Management, Estate Planning, Asset Management, Series 6, Certified Financial..., Securities, 401k, CRM, Fixed Income, Equities, Personal Finance, Personal Financial..., Certifications, Series 24, Series 65
Education
Drexel University 2014 — 2016
Master of Business Administration (MBA)
Boston University 2009 — 2010
CFP(R), Personal Financial Planning
Penn State University 2002 — 2004
Bachelor of Arts
Akiko Mitsui, CFA's Vanguard Experience 2006 - Present
Job
Industry Investment Management
Experience
Vanguard 2006 - Present
Neighborhood Restore HDFC 1999 - Present
Vanguard 2003 - 2006
Harvard Business School 2001 - 2003
The Fuji Bank and Trust Company 1990 - 2002
Education
Harvard Business School 1999 — 2001
MBA
Boston University
B.A.
Boston University
B.S.
Vanguard 2006 - Present
Neighborhood Restore HDFC 1999 - Present
Vanguard 2003 - 2006
Harvard Business School 2001 - 2003
The Fuji Bank and Trust Company 1990 - 2002
Education
Harvard Business School 1999 — 2001
MBA
Boston University
B.A.
Boston University
B.S.
Eva Barabas's Vanguard Experience April 2015 - Present
Job Data Administrator at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Randstad May 2014 - April 2015
Environmental Standards, Inc. January 2013 - September 2013
Environmental Standards, Inc. February 2010 - January 2013
Health Net Professional Cycling Team 1999 - 2009
Skills
Access, Data Management, EQuIS, Microsoft Excel, Databases, SharePoint, VBA
Education
Boston University
BA, Economics, International Relations
Vanguard April 2015 - Present
Randstad May 2014 - April 2015
Environmental Standards, Inc. January 2013 - September 2013
Environmental Standards, Inc. February 2010 - January 2013
Health Net Professional Cycling Team 1999 - 2009
Skills
Access, Data Management, EQuIS, Microsoft Excel, Databases, SharePoint, VBA
Education
Boston University
BA, Economics, International Relations
Jonathan Haddad's Vanguard Experience April 2012 - June 2014
Job at ProActive Techology Partners
Industry Information Technology and Services
Experience
ProActive Techology Partners June 2005 - Present
Northern Trust 2005 - 2015
Vanguard April 2012 - June 2014
Freddie Mac 2010 - 2010
Brandes Investment Partners 2007 - 2008
Eagle Investment Systems September 2001 - June 2005
Eagle Investment Systems LLC, a Mellon Financial Company 2001 - 2005
JPMorgan 1997 - 2001
The Boston Company 1992 - 1995
Skills
Eagle STAR, Business Analysis, Technical Analysis, Fund Accounting, Corporate Actions, Middle Office, Performance Measurement, Mutual Funds, Asset Management, Back Office, Fixed Income, Alternative Investments, Equities, Securities, Settlement, Asset, Investments, Wealth Management, Order Management, Portfolio Management, Cash Management, Financial Markets, Trading Systems, Financial Services, SDLC, Derivatives, Asset Managment, Bloomberg, Investment Management, Hedge Funds, FX Options, Trading, Relationship Management, Fund Administration, Bonds, Electronic Trading, Capital Markets
Education
Boston University Questrom School of Business 1999 — 2001
MBA, Marketing and Finance
Boston University Questrom School of Business 1988 — 1992
BSBA, Accounting/Finance
ProActive Techology Partners June 2005 - Present
Northern Trust 2005 - 2015
Vanguard April 2012 - June 2014
Freddie Mac 2010 - 2010
Brandes Investment Partners 2007 - 2008
Eagle Investment Systems September 2001 - June 2005
Eagle Investment Systems LLC, a Mellon Financial Company 2001 - 2005
JPMorgan 1997 - 2001
The Boston Company 1992 - 1995
Skills
Eagle STAR, Business Analysis, Technical Analysis, Fund Accounting, Corporate Actions, Middle Office, Performance Measurement, Mutual Funds, Asset Management, Back Office, Fixed Income, Alternative Investments, Equities, Securities, Settlement, Asset, Investments, Wealth Management, Order Management, Portfolio Management, Cash Management, Financial Markets, Trading Systems, Financial Services, SDLC, Derivatives, Asset Managment, Bloomberg, Investment Management, Hedge Funds, FX Options, Trading, Relationship Management, Fund Administration, Bonds, Electronic Trading, Capital Markets
Education
Boston University Questrom School of Business 1999 — 2001
MBA, Marketing and Finance
Boston University Questrom School of Business 1988 — 1992
BSBA, Accounting/Finance
Peggy Hughart CFP®'s Vanguard Experience Associate Financial PlannerJackson Financial AdvisorsApril 2010 - March 2011
Job Financial Planner
Industry Financial Services
Experience
Vanguard Associate Financial PlannerJackson Financial AdvisorsApril 2010 - March 2011
Compass Planning Associates, Inc November 2006 - July 2009
May Department Stores January 1986 - January 2006
Dimension House Counseling Center January 1976 - January 1986
Education
Boston Family Institute
Boston University
Certificate, Financial Planning
State College at Boston
Bachelor of Arts, Education and History
Vanguard Associate Financial PlannerJackson Financial AdvisorsApril 2010 - March 2011
Compass Planning Associates, Inc November 2006 - July 2009
May Department Stores January 1986 - January 2006
Dimension House Counseling Center January 1976 - January 1986
Education
Boston Family Institute
Boston University
Certificate, Financial Planning
State College at Boston
Bachelor of Arts, Education and History
Peter Mahoney's Vanguard Experience January 2015 - Present
Job Head of Global Fund Accounting
Industry Financial Services
Experience
Vanguard January 2015 - Present
The Vanguard Group January 2006 - Present
Skills
Mutual Funds, ETFs, Equities, Financial Services, Fund Accounting, Fund Administration, Back Office, Risk Management, Valuation, Global Custody, Financial Reporting, Middle Office, Bloomberg, Series 7, Fixed Income, Alternative Investments, Investments, Portfolio Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
MBA, Finance
Bloomsburg University of Pennsylvania 1992 — 1996
BA, Finance
Vanguard January 2015 - Present
The Vanguard Group January 2006 - Present
Skills
Mutual Funds, ETFs, Equities, Financial Services, Fund Accounting, Fund Administration, Back Office, Risk Management, Valuation, Global Custody, Financial Reporting, Middle Office, Bloomberg, Series 7, Fixed Income, Alternative Investments, Investments, Portfolio Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
MBA, Finance
Bloomsburg University of Pennsylvania 1992 — 1996
BA, Finance
Reenie Stirling's Vanguard Experience 1997 - 1999
Job Independent Financial Services Professional
Industry Financial Services
Experience
Marciano Wealth Advisors 2006 - 2009
Rittenhouse Financial 1999 - 2001
Vanguard 1997 - 1999
Education
Bloomsburg University of Pennsylvania 1984 — 1988
Bachelor of Science, Accounting
Marciano Wealth Advisors 2006 - 2009
Rittenhouse Financial 1999 - 2001
Vanguard 1997 - 1999
Education
Bloomsburg University of Pennsylvania 1984 — 1988
Bachelor of Science, Accounting
Ellen Rinaldi's Vanguard Experience June 1997 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard June 1997 - Present
The Vanguard Group 1997 - Present
Education
Boston University School of Law
LLM, Taxation
Suffolk University Law School
JD
University of Connecticut
BA, History
Vanguard June 1997 - Present
The Vanguard Group 1997 - Present
Education
Boston University School of Law
LLM, Taxation
Suffolk University Law School
JD
University of Connecticut
BA, History
Ron D. Schlegel's Vanguard Experience October 2009 - August 2011
Job Web Application User Experience Architect/Data Visualization Designer
Industry Information Technology and Services
Experience
Iron Mountain March 2012 - August 2012
Quintiles August 2011 - February 2012
Vanguard October 2009 - August 2011
Davita Inc January 2009 - June 2009
Chase Bank June 2008 - January 2009
NetPlus Marketing January 2008 - June 2008
Wellpoint / Anthem BC/BS July 2007 - December 2007
Freddie Mac May 2006 - July 2007
Sprint Nextel Communications December 2004 - May 2006
America Online, VCampus, Fannie Mae April 2001 - December 2004
Skills
Information Architecture, User-centered Design, User Experience, Interaction Design, User Interface Design, Data Visualization..., Task Analysis, Axure Interactive..., Usability Evaluation, User Research, wireframing, Axure, Usability Testing, Wireframes, Agile Methodologies, User Interface, Heuristic Evaluation, Contextual Inquiry, Usability, Persona, Human Computer..., User Scenarios, Information Design
Education
The Ohio State University
Ph.D., Communication Technology Education
Bowling Green State University 1997 — 1998
M.A., Mass Communication/Digital Media
Millersville University of Pennsylvania 1987 — 1991
B.S., Visual Communications Technology Education
Iron Mountain March 2012 - August 2012
Quintiles August 2011 - February 2012
Vanguard October 2009 - August 2011
Davita Inc January 2009 - June 2009
Chase Bank June 2008 - January 2009
NetPlus Marketing January 2008 - June 2008
Wellpoint / Anthem BC/BS July 2007 - December 2007
Freddie Mac May 2006 - July 2007
Sprint Nextel Communications December 2004 - May 2006
America Online, VCampus, Fannie Mae April 2001 - December 2004
Skills
Information Architecture, User-centered Design, User Experience, Interaction Design, User Interface Design, Data Visualization..., Task Analysis, Axure Interactive..., Usability Evaluation, User Research, wireframing, Axure, Usability Testing, Wireframes, Agile Methodologies, User Interface, Heuristic Evaluation, Contextual Inquiry, Usability, Persona, Human Computer..., User Scenarios, Information Design
Education
The Ohio State University
Ph.D., Communication Technology Education
Bowling Green State University 1997 — 1998
M.A., Mass Communication/Digital Media
Millersville University of Pennsylvania 1987 — 1991
B.S., Visual Communications Technology Education
Tina Carson's Vanguard Experience January 2013 - Present
Job Project Admin/Initiative Lead at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
Vanguard February 2010 - January 2013
Vanguard July 2005 - February 2010
Johnson Matthey April 2000 - May 2004
Epsilon Products Company 1993 - 1999
Skills
PeopleSoft, Hyperion Enterprise, Financial Analysis, Financial Reporting, General Ledger, Essbase, Accounts Payable, Process Improvement, Business Analysis, Microsoft Excel, Payroll, Accounting, Financial Accounting, Managerial Finance, Variance Analysis, Account Reconciliation, PeopleTools, Cost Accounting, Software Implementation, Requirements Gathering, Internal Controls, User Acceptance Testing, Accounts Receivable, Cash Flow, Finance, Ad Hoc Reporting, Financial Statements, Expenses, Fixed Assets, Financial Statement..., Consolidation, Project Accounting, Cash Flow Forecasting, Journal Entries
Education
Saint Joseph's University 2009 — 2012
MBA, General
Bloomsburg University of Pennsylvania 1987 — 1991
B.S. Business Administration, Accounting
Vanguard January 2013 - Present
Vanguard February 2010 - January 2013
Vanguard July 2005 - February 2010
Johnson Matthey April 2000 - May 2004
Epsilon Products Company 1993 - 1999
Skills
PeopleSoft, Hyperion Enterprise, Financial Analysis, Financial Reporting, General Ledger, Essbase, Accounts Payable, Process Improvement, Business Analysis, Microsoft Excel, Payroll, Accounting, Financial Accounting, Managerial Finance, Variance Analysis, Account Reconciliation, PeopleTools, Cost Accounting, Software Implementation, Requirements Gathering, Internal Controls, User Acceptance Testing, Accounts Receivable, Cash Flow, Finance, Ad Hoc Reporting, Financial Statements, Expenses, Fixed Assets, Financial Statement..., Consolidation, Project Accounting, Cash Flow Forecasting, Journal Entries
Education
Saint Joseph's University 2009 — 2012
MBA, General
Bloomsburg University of Pennsylvania 1987 — 1991
B.S. Business Administration, Accounting
Richard Steckel's Vanguard Experience October 1987 - July 1988
Job President/Owner of Steckel Publications, Inc.
Industry Media Production
Experience
Steckel Publications, Inc. September 1989 - Present
Prudential Real Estate Affiliates July 1988 - September 1989
Vanguard October 1987 - July 1988
Skills
Publishing, Strategic Planning, Social Media, Online Publishing, Social Media Marketing, Content Development, New Business Development, Advertising, Content Management, Project Management, Business Strategy, Business Development, Copywriting
Education
Bloomsburg University of Pennsylvania 1983 — 1987
Bachelor of Business Administration (BBA), Finance & Economics
Whitehall High School 1979 — 1983
Business - College Prep
Steckel Publications, Inc. September 1989 - Present
Prudential Real Estate Affiliates July 1988 - September 1989
Vanguard October 1987 - July 1988
Skills
Publishing, Strategic Planning, Social Media, Online Publishing, Social Media Marketing, Content Development, New Business Development, Advertising, Content Management, Project Management, Business Strategy, Business Development, Copywriting
Education
Bloomsburg University of Pennsylvania 1983 — 1987
Bachelor of Business Administration (BBA), Finance & Economics
Whitehall High School 1979 — 1983
Business - College Prep
Jake Odden's Vanguard Experience September 1992 - January 1994
Job Partner & CFO at Aberdare Ventures
Industry Venture Capital & Private Equity
Experience
Aberdare Ventures Finance ManagerThe Walt Disney CompanySeptember 1998 - September 1999
Goldman Sachs January 1994 - July 1996
Vanguard September 1992 - January 1994
Education
The Tuck School of Business at Dartmouth 1996 — 1998
MBA
Bowdoin College 1986 — 1990
AB, History and Government & Legal Studies
The Taft School 1982 — 1986
Aberdare Ventures Finance ManagerThe Walt Disney CompanySeptember 1998 - September 1999
Goldman Sachs January 1994 - July 1996
Vanguard September 1992 - January 1994
Education
The Tuck School of Business at Dartmouth 1996 — 1998
MBA
Bowdoin College 1986 — 1990
AB, History and Government & Legal Studies
The Taft School 1982 — 1986
Meghan Davis's Vanguard Experience July 2014 - Present
Job Manager,Institutional Participant Education at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard February 2012 - June 2014
Vanguard October 2011 - February 2012
Vanguard July 2010 - October 2011
Vanguard October 2007 - July 2010
Skills
Mutual Funds, Series 63, Relationship Management, CRM, Series 7, Series 6, Wealth Management, Financial Services, Asset Allocation, Portfolio Management, 401k, Securities, Retirement, Investments, Retirement Planning
Education
Villanova University 2013 — 2015
Master of Business Administration (MBA)
Boston College 2003 — 2007
Bachelor of Science in Psychology
Vanguard July 2014 - Present
Vanguard February 2012 - June 2014
Vanguard October 2011 - February 2012
Vanguard July 2010 - October 2011
Vanguard October 2007 - July 2010
Skills
Mutual Funds, Series 63, Relationship Management, CRM, Series 7, Series 6, Wealth Management, Financial Services, Asset Allocation, Portfolio Management, 401k, Securities, Retirement, Investments, Retirement Planning
Education
Villanova University 2013 — 2015
Master of Business Administration (MBA)
Boston College 2003 — 2007
Bachelor of Science in Psychology
Richard Farrelly's Vanguard Experience June 2008 - January 2013
Job Operations, Technology, and Client Services Leadership
Industry Financial Services
Experience
Nonprofit & Financial Markets Consulting January 2013 - Present
Vanguard June 2008 - January 2013
Vanguard September 2001 - June 2008
General Electric Financial Services January 1991 - September 2001
Education
University of Pennsylvania
M.S., Organizational Dynamics
Boston College
B.A., Economics
Archbishop Carroll High School
Nonprofit & Financial Markets Consulting January 2013 - Present
Vanguard June 2008 - January 2013
Vanguard September 2001 - June 2008
General Electric Financial Services January 1991 - September 2001
Education
University of Pennsylvania
M.S., Organizational Dynamics
Boston College
B.A., Economics
Archbishop Carroll High School
Joseph Caffarella's Vanguard Experience March 2014 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard October 2009 - February 2014
Vanguard September 2007 - October 2009
Vanguard July 2006 - September 2007
Vanguard July 2005 - July 2006
Skills
Project Management, Trading, Equities, Fixed Income, Mutual Funds, Strategy, Change Management, Asset Allocation, Financial Services, Series 63, Bloomberg, ETFs, Securities, Risk Management, Series 7, Project Planning, Series 6, Investments, Process Improvement, Business Analysis, Leadership
Education
Villanova University 2013 — 2016
Master of Business Administration (M.B.A.), Strategic Management
Boston College 2001 — 2005
Bachelor's, Finance
Vanguard March 2014 - Present
Vanguard October 2009 - February 2014
Vanguard September 2007 - October 2009
Vanguard July 2006 - September 2007
Vanguard July 2005 - July 2006
Skills
Project Management, Trading, Equities, Fixed Income, Mutual Funds, Strategy, Change Management, Asset Allocation, Financial Services, Series 63, Bloomberg, ETFs, Securities, Risk Management, Series 7, Project Planning, Series 6, Investments, Process Improvement, Business Analysis, Leadership
Education
Villanova University 2013 — 2016
Master of Business Administration (M.B.A.), Strategic Management
Boston College 2001 — 2005
Bachelor's, Finance
Anne Marie Gallagher's Vanguard Experience June 1993 - March 1996
Job Real Estate Agent at Weichert Realtors
Industry Real Estate
Experience
Weichert Realtors December 2011 - Present
Original Works January 2010 - September 2011
Phillips Publishing July 1996 - January 1998
Vanguard June 1993 - March 1996
Chase Manhattan Bank September 1989 - June 1993
Skills
Project Management, Contract Negotiation, Real Estate Transactions, Business Process..., Marketing Strategy, Mentoring, Staff Development, Business Development, Contract Management, Business Analysis, Real Estate, Negotiation, Customer Service, Analysis, Training, Sales, Buyer Representation, First Time Home Buyers, Selling
Education
Boston College 1985 — 1989
B.A., Economics
Boston University
Paralegal Certificate
Weichert Realtors December 2011 - Present
Original Works January 2010 - September 2011
Phillips Publishing July 1996 - January 1998
Vanguard June 1993 - March 1996
Chase Manhattan Bank September 1989 - June 1993
Skills
Project Management, Contract Negotiation, Real Estate Transactions, Business Process..., Marketing Strategy, Mentoring, Staff Development, Business Development, Contract Management, Business Analysis, Real Estate, Negotiation, Customer Service, Analysis, Training, Sales, Buyer Representation, First Time Home Buyers, Selling
Education
Boston College 1985 — 1989
B.A., Economics
Boston University
Paralegal Certificate
Charles Esola's Vanguard Experience April 2004 - November 2010
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard April 2004 - November 2010
TV Guide Magazine September 1993 - May 2004
TV Guide Magazine January 2001 - January 2004
Image Entertainment January 2000 - January 2001
TV Guide Magazine January 1995 - January 2000
INTER-MEDIA MARKETING January 1993 - January 1995
DEVON VETERINARY HOSPITAL January 1990 - January 1993
Education
Boston University 2011 — 2011
Paralegal Certificate
West Chester University
B.A, English
Boston University
Vanguard April 2004 - November 2010
TV Guide Magazine September 1993 - May 2004
TV Guide Magazine January 2001 - January 2004
Image Entertainment January 2000 - January 2001
TV Guide Magazine January 1995 - January 2000
INTER-MEDIA MARKETING January 1993 - January 1995
DEVON VETERINARY HOSPITAL January 1990 - January 1993
Education
Boston University 2011 — 2011
Paralegal Certificate
West Chester University
B.A, English
Boston University
Cheryl Gray's Vanguard Experience November 2013 - Present
Job Education Project Specialist
Industry Financial Services
Experience
Vanguard November 2013 - Present
Vanguard July 1992 - November 2013
Chemical Bank January 1982 - April 1992
Brentwood School District August 1979 - August 1980
Skills
Project Management, Microsoft Office, PowerPoint, Microsoft Word, Staff Supervision, Leading Meetings, Training Facilitation, Business Process..., Agile & Waterfall..., Business Requirements, Contingency, Process Improvement, Testing, Agile Project Management
Education
SunGard/Relius 2010 — 2010
SunGard/Relius 2010 — 2010
Pension Educator
Bowie State University 1974 — 1978
BS, English
Vanguard November 2013 - Present
Vanguard July 1992 - November 2013
Chemical Bank January 1982 - April 1992
Brentwood School District August 1979 - August 1980
Skills
Project Management, Microsoft Office, PowerPoint, Microsoft Word, Staff Supervision, Leading Meetings, Training Facilitation, Business Process..., Agile & Waterfall..., Business Requirements, Contingency, Process Improvement, Testing, Agile Project Management
Education
SunGard/Relius 2010 — 2010
SunGard/Relius 2010 — 2010
Pension Educator
Bowie State University 1974 — 1978
BS, English
Robert Kaelin's Vanguard Experience May 2014 - Present
Job Developer at Vanguard
Industry Information Technology and Services
Experience
Vanguard May 2014 - Present
Medecision October 2013 - May 2014
Nokia, Location & Commerce October 2008 - September 2013
IBM (Contractor through Object C Talk) October 2007 - October 2008
Raytheon October 2001 - October 2008
Natural Intelligence June 1995 - May 2001
Skills
Java, J2EE Application..., J2EE Web Services, Scrum, Agile Methodologies, Oracle, Distributed Systems, Software Development, JUnit, Tomcat, Java Enterprise Edition, Maven, Spring
Education
Boston University 1990 — 1995
BS, Computer Science
Trumbull High School 1986 — 1990
Vanguard May 2014 - Present
Medecision October 2013 - May 2014
Nokia, Location & Commerce October 2008 - September 2013
IBM (Contractor through Object C Talk) October 2007 - October 2008
Raytheon October 2001 - October 2008
Natural Intelligence June 1995 - May 2001
Skills
Java, J2EE Application..., J2EE Web Services, Scrum, Agile Methodologies, Oracle, Distributed Systems, Software Development, JUnit, Tomcat, Java Enterprise Edition, Maven, Spring
Education
Boston University 1990 — 1995
BS, Computer Science
Trumbull High School 1986 — 1990
Wayne Losinno's Vanguard Experience April 1997 - Present
Job Architect at Vanguard
Industry Financial Services
Experience
Vanguard April 1997 - Present
Harleysville Insurance September 1983 - April 1997
Skills
VMware Infrastructure, VMware View, Citrix Metaframe, Windows, Windows Server, Active Directory, VPN, Network Architecture, Enterprise Architecture, COBOLII, PL1, RPG, Assembler, Visual Basic, Visual Studio, Microsoft Office, Mainframe, VM, MPLS Networking, App-V, Databases, DB2, Microsoft SQL Server
Education
Bloomsburg University of Pennsylvania 1981 — 1984
Bachelor of Business Administration (BBA), Computer Science
Vanguard April 1997 - Present
Harleysville Insurance September 1983 - April 1997
Skills
VMware Infrastructure, VMware View, Citrix Metaframe, Windows, Windows Server, Active Directory, VPN, Network Architecture, Enterprise Architecture, COBOLII, PL1, RPG, Assembler, Visual Basic, Visual Studio, Microsoft Office, Mainframe, VM, MPLS Networking, App-V, Databases, DB2, Microsoft SQL Server
Education
Bloomsburg University of Pennsylvania 1981 — 1984
Bachelor of Business Administration (BBA), Computer Science
Zachary Raab's Vanguard Experience September 2011 - December 2011
Job Sourcing Representative at C.H. Robinson Worldwide, Inc.
Industry Logistics and Supply Chain
Experience
C.H. Robinson Worldwide, Inc. December 2011 - Present
Vanguard September 2011 - December 2011
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelor of Science, Business Administration - Management
C.H. Robinson Worldwide, Inc. December 2011 - Present
Vanguard September 2011 - December 2011
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelor of Science, Business Administration - Management
Dana Hilfirty's Vanguard Experience 2012 - Present
Job Administrative Assistant at Carolinas Healthcare System
Industry Hospital & Health Care
Experience
Vanguard 2012 - Present
Carolinas Healthcare System 2004 - 2012
Wachovia Corporation 2000 - 2004
Skills
Microsoft Office 2007, 10 Key, Outlook, Typing, Word, PowerPoint, Excel, Keyboarding, Internet Explorer, Lotus Notes, Fax, Administrative Support, Telephone Skills, Microsoft Office, Data Entry, Customer Service, Dictaphone, Office Equipment, Scanners, Accounts Payable, Scheduling, Teamwork, Confidentiality, Accounts Receivable, Invoicing
Education
Bossier Parish Community College 1984 — 1985
Louisana College 1982 — 1983
Vanguard 2012 - Present
Carolinas Healthcare System 2004 - 2012
Wachovia Corporation 2000 - 2004
Skills
Microsoft Office 2007, 10 Key, Outlook, Typing, Word, PowerPoint, Excel, Keyboarding, Internet Explorer, Lotus Notes, Fax, Administrative Support, Telephone Skills, Microsoft Office, Data Entry, Customer Service, Dictaphone, Office Equipment, Scanners, Accounts Payable, Scheduling, Teamwork, Confidentiality, Accounts Receivable, Invoicing
Education
Bossier Parish Community College 1984 — 1985
Louisana College 1982 — 1983
James M Frangos's Vanguard Experience 1996 - 2001
Job Consultant
Industry Nonprofit Organization Management
Experience
Rider University 2005 - 2006
Vanguard 1996 - 2001
UJB Financial November 1988 - August 1994
Prudential Financial 1978 - 1988
Skills
Bank Compliance, Executive Project..., Loan Analysis/Production, Non-profit..., Fundraising, Grant Review, Community Economic..., Board Trusteeship &..., Program Manager..., Government Liaison
Education
Boston University 1974 — 1975
Masters, School for the Arts
The Boston Conservatory 1970 — 1974
Bachelors, Music
Rider University 2005 - 2006
Vanguard 1996 - 2001
UJB Financial November 1988 - August 1994
Prudential Financial 1978 - 1988
Skills
Bank Compliance, Executive Project..., Loan Analysis/Production, Non-profit..., Fundraising, Grant Review, Community Economic..., Board Trusteeship &..., Program Manager..., Government Liaison
Education
Boston University 1974 — 1975
Masters, School for the Arts
The Boston Conservatory 1970 — 1974
Bachelors, Music
Roger Stetler's Vanguard Experience April 1990 - November 2004
Job Account Manager at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services November 2012 - Present
Wilmington Trust 2009 - 2011
Principal Financial Group November 2004 - December 2008
Vanguard April 1990 - November 2004
Education
Bloomsburg University of Pennsylvania 1978 — 1982
Bachelor of Science (BS), Elementary Education and Teaching
Discover Financial Services November 2012 - Present
Wilmington Trust 2009 - 2011
Principal Financial Group November 2004 - December 2008
Vanguard April 1990 - November 2004
Education
Bloomsburg University of Pennsylvania 1978 — 1982
Bachelor of Science (BS), Elementary Education and Teaching
Zach Raab's Vanguard Experience August 2011 - December 2011
Job Key Account Manager at C.H. Robinson
Industry Logistics and Supply Chain
Experience
C.H. Robinson December 2011 - Present
Vanguard August 2011 - December 2011
Skills
Management, Logistics, Sales, Account Management, Supply Chain Management, Supply Chain, Negotiation, Sales Management, Transportation, New Business Development, Retail Sales, Retail Marketing, Retail, Fresh Produce, Consultative Selling, 3PL, Forecasting, Inventory Management, Logistics Management, Transportation...
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelor of Science in Business Magament, Business, Management, Marketing, and Related Support Services
C.H. Robinson December 2011 - Present
Vanguard August 2011 - December 2011
Skills
Management, Logistics, Sales, Account Management, Supply Chain Management, Supply Chain, Negotiation, Sales Management, Transportation, New Business Development, Retail Sales, Retail Marketing, Retail, Fresh Produce, Consultative Selling, 3PL, Forecasting, Inventory Management, Logistics Management, Transportation...
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelor of Science in Business Magament, Business, Management, Marketing, and Related Support Services
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments