Vanguard Brokerage Services
Industry: Company
DescriptionFounded: 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
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
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
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
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
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
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
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
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
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
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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