Vanguard Brokerage Services

Industry: Company

Description

Founded: 1982 Parent organization: The Vanguard Group

Vanguard Brokerage Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Vanguard Brokerage Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Vanguard Brokerage Services Employees

Employee
Years
Job
Industry
Jennifer Steinmayer Jennifer Steinmayer Greater Philadelphia Area Details
Jennifer Steinmayer's Vanguard Brokerage Services Experience January 2006 - January 2009
Job Software Support Analyst at Vertex Inc.
Industry Financial Services
Experience
Vertex Inc.  September 2012 - Present
Vanguard Brokerage Services   January 2006 - January 2009
Vanguard Brokerage Services   January 2004 - January 2006
Vanguard Brokerage Services   January 2003 - January 2004
Vanguard Retail Investor Services   January 2002 - January 2003
Vanguard University  January 2000 - January 2002

Skills
Microsoft Office, Equities, Customer Service, Software Documentation, Mutual Funds, Software Implementation, Visio

Education
Montgomery County Community College   1992 — 1994
General Studies

Bob Buckwalter, MBA, PMP Bob Buckwalter, MBA, PMP Ambler, Pennsylvania Details
Bob Buckwalter, MBA, PMP's Vanguard Brokerage Services Experience August 2002 - August 2003
Job Assistant Vice President Six Sigma Black Belt Berkadia Commercial Mortgage Inc.
Industry Financial Services
Experience
Berkadia Commercial Mortgage LLC  September 2007 - July 2015
The Vanguard Group  August 2005 - September 2007
2003 - 2005  August 2003 - August 2005
Vanguard Brokerage Services   August 2002 - August 2003
The Vanguard Group  August 2000 - August 2002

Skills
Process Improvement, Analysis, Strategy, Six Sigma, Leadership, Project Management, Management, Program Management, Data Analysis, Financial Analysis, Cross-functional Team..., Business Process..., Analytics, PMP, Strategic Thinking, Risk Management, Business Analysis, Investments, Microsoft Excel, Vendor Management, Financial Modeling, Portfolio Management, Metrics, Process Engineering, Visio, Business Strategy, Operational Excellence, Business Intelligence, Business Process Mapping, Performance Management, Finance, Strategic Planning, Asset Management, Visual Basic, Performance Metrics, Data Mining, Data-driven Decision..., Staff Utilization, Operational Efficiency, Strategic Leadership, KPI Dashboards, KPI Reports, Increase Productivity, Documentation, Process Mapping, Metrics Analysis, KPI implementation, Financial Operations, Business Process..., Financial Reporting

Education
Saint Joseph's University - Erivan K. Haub School of Business   2012 — 2013
Master of Business Administration (MBA)

MILLERSVILLE UNIVERSITY   1996 — 1999
Bachelor of Science, Business Administration; Maj. Finance, Min. Economics

Upper Moreland   1981 — 1993

Brad Bogle Brad Bogle York, Pennsylvania Area Details
Brad Bogle's Vanguard Brokerage Services Experience January 1996 - January 2000
Job Relationship Builder at schmooze inc.
Industry Financial Services
Experience
schmooze inc.   March 2013 - Present
York Referral Group   January 2011 - Present
Central Montgomery County MH/MR   January 2005 - Present
Pa Home of The Sparrow   January 2000 - Present
Executive Image Solutions   February 2012 - October 2012
Pennsylvania Counseling Services  September 2006 - December 2011
Pennsylvania Counseling Services  January 2006 - January 2011
Ewst Whiteland Vol. Fire Co   January 2003 - January 2005
Chester County Intermediate Unit  January 2000 - January 2004
Vanguard Brokerage Services   January 1996 - January 2000

Skills
Crisis Intervention, Group Therapy, Mental Health, Case Managment, Adolescents, Family Therapy, Training, Management, Sales, Public Speaking, Program Development, Special Education, Credit Cards, Credit Card Transaction..., Debit Cards, Case Management, Healthcare

Education
The Pennsylvania State University   1994 — 1996
Bachelor of Science (B.S.), Health Policy Administration

The Pennsylvania State University   1994 — 1996
B.S, Health Policy and Administration

University of New Hampshire   1992 — 1994

Sean McIntyre Sean McIntyre Tempe, Arizona Details
Sean McIntyre's Vanguard Brokerage Services Experience April 2006 - January 2011
Job Experienced customer service and operations associate.
Industry Financial Services
Experience
State Farm Insurance  December 2012 - March 2014
Vanguard Brokerage Services   April 2006 - January 2011
Randstad  December 2004 - April 2006
Appalachian State University  January 2001 - June 2003

Skills
MS Office Suite, Process Improvement, Computer Literate, Human Resources, Customer Satisfaction, Microsoft Excel, Accounts Payable, PowerPoint, Policy, Retail, Financial Analysis, Risk Management, Banking, Analysis, Forecasting, Data Analysis, Access, Financial Reporting

Education
Appalachian State University   2000 — 2004
Bachelor's Degree, Economics

Norwich High School   1990 — 1994
High School, Regents Diploma

Bob Lassiter Bob Lassiter Richmond, Virginia Area Details
Bob Lassiter's Vanguard Brokerage Services Experience 2003 - 2010
Job Group Vice President at SunTrust Mortgage
Industry Banking
Experience
T. Rowe Price  January 2010 - January 2013
Tek Systems  March 2010 - January 2012
Vanguard Brokerage Services   2003 - 2010
Ameritrade Holding Corporation  2001 - 2003
Ameritrade Holding Corporation  1999 - 2001
Ameritrade Holding Corporation  1999 - 2000
St. Paul Insurance/Travelers Insurance   January 1994 - January 1999

Skills
Vendor Management, Process Improvement, Team Building, Program Management, Project Portfolio..., Management, Software Documentation, Business Analysis, Leadership, Business Strategy, PMP, Management Consulting, Risk Management, CRM, Strategy, Enterprise Software

Education
The Johns Hopkins University - Carey Business School   1992 — 1995
Masters, Business

Milligan College
Bachelor of Science, Education

Mark Guenther Mark Guenther Charlotte, North Carolina Area Details
Mark Guenther's Vanguard Brokerage Services Experience November 2009 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard Brokerage Services   November 2009 - Present
Vanguard Retail Investment Group   February 2007 - November 2009

Education
University of North Carolina at
Bachelors of Science, Economics

University of North Carolina at Charlotte - Belk College of Business
Economics

Doug Yones ChFC® Doug Yones ChFC® Malvern, Pennsylvania Details
Doug Yones ChFC®'s Vanguard Brokerage Services Experience February 2002 - July 2008
Job Head of Domestic Equity Index/ETF Product Management at Vanguard
Industry Financial Services
Experience
Vanguard  September 2014 - Present
Vanguard Investments Asia   November 2011 - September 2014
The Vanguard Group  July 2008 - December 2011
Vanguard Brokerage Services   February 2002 - July 2008
Vanguard Brokerage Services   July 1998 - February 2002

Skills
ETFs, Management, Equities, Fixed Income, Securities, Investments, Strategic Financial..., Market Making, Mutual Funds, CRM, Capital Markets, Prime Brokerage, Leadership, Trading, Relationship Management, Series 24, Series 7, Series 63, Bloomberg, Financial Markets, Asset Allocation, Finance, Financial Services, Investment Strategies, Alternative Investments, Hedge Funds, Financial Planning

Education
Villanova University   1999 — 2001
MBA, Finance

Penn State University   1993 — 1997
B.S., Finance

C.B. East

John Luvin John Luvin Greater New York City Area Details
John Luvin's Vanguard Brokerage Services Experience January 2008 - January 2009
Job BSA/AML Analyst at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services  March 2015 - Present
Commerzbank AG  September 2014 - February 2015
HSBC  September 2013 - August 2014
M & I Bank  May 2013 - October 2013
HSBC  February 2011 - May 2013
Deutsche Bank  September 2010 - January 2011
Lehman Brothers Holding Inc   January 2009 - September 2010
Vanguard Brokerage Services   January 2008 - January 2009
Societe Genarale   April 2007 - January 2008
DPM Mellon  October 2006 - February 2007

Skills
Derivatives, Equities, Capital Markets, Compliance, Banking, Series 24, Series 7, Business Analysis, Options, AML, FX, Customer Relations, Trading Systems, Access, Commodities, Prime Brokerage, Mutual Funds, Brokerage, Excel, Trading, Securities, Word, SQL, Bloomberg, Due Diligence, Business Intelligence, Analysis, Accounting, Investments, Fixed Income, Financial Analysis, Financial Reporting, Hedge Funds, Structured Products, Back Office, Microsoft Office, Bonds, Microsoft Word, Equity Derivatives, Anti Money Laundering, Microsoft Excel, Financial Markets, Equity Trading, Swaps, Customer Service, FX Options, Settlement, Commodity, Portfolio Management, Financial Modeling

Education
City University of New York-Hunter College
MS, Economics

Hofstra University
Database Design

San Diego State University-California State University
BS, Finance

Richard Machado Richard Machado Greater New York City Area Details
Richard Machado's Vanguard Brokerage Services Experience February 2008 - November 2008
Job Fixed Income Settlements/P&S at TheMuniCenter
Industry Financial Services
Experience
TMC Bonds  August 2010 - Present
Nomura  May 2010 - October 2010
FITS   February 2008 - November 2009
Vanguard Brokerage Services   February 2008 - November 2008
Hill, Thompson, Magid & Co., Inc.   2005 - 2008
Knight Securities  1997 - 2005
Quick & Reilly  1996 - 1997
Robb Peck McCooey  1991 - 1994
Swiss Bank International Securities   1990 - 1991
Ivan F. Boesky Corp   1983 - 1986

Skills
Series 24, Fixed Income, Equities, Trading, Securities, Series 7, Back Office, Bloomberg, Team Management, Integration, Settlement, Project Management, Trading Systems, Corporate Actions, Mutual Funds, Middle Office, Financial Services, Options, Hedge Funds, Electronic Trading, Market Data, FINRA

Education
Pace University   1986 — 1987

Kingsborough Community College   1985 — 1986

Midwood   1980 — 1984

Lee A. Benjamin Lee A. Benjamin Greater Philadelphia Area Details
Lee A. Benjamin's Vanguard Brokerage Services Experience July 2011 - September 2012
Job Resolution Specialist at The Vanguard Group, Inc.
Industry Financial Services
Experience
The Vanguard Group, Inc.   September 2012 - Present
Vanguard Brokerage Services   July 2011 - September 2012
The Vanguard Group, Inc  October 1996 - July 2011
White Horse Rugby Football Club   2003 - 2006
Consumer Credit Counseling Service  July 1994 - October 1996
New York Guard  January 1989 - January 1992
Shearson, Lehman, Hutton Inc.   September 1986 - September 1990

Skills
Customer Service, Management, Project Management, Marketing, Analysis, Series 7, Relationship Management, CRM, Training, Series 63, Process Improvement, Leadership, Financial Planning, Finance

Education
Chaminade High School
HS, Liberal Arts

Saint John's University
BS, Communications/Business

Royal Holloway, U. of London
Special Course, Communications in Great Britain

Temple University
Masters, History

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