Vanguard Dec 2015 - Aug 2017
Supervisor Payment and Trustee Services
Vanguard Dec 2015 - Aug 2017
Manager, Institutional Investor Services
Vanguard Aug 2010 - Dec 2015
Institutional Relationship Analyst
Bank of America 2008 - 2009
Assistant Vice President of Private Client Services
Merrill Lynch 2006 - 2008
Investment Advisor
Education:
Temple University
Bachelors, Bachelor of Business Administration, Finance
Chase Avenue Elementary School El Cajon CA 1957-1961, Emerald Junior High School El Cajon CA 1961-1961, Centerville Junior High School Fremont CA 1961-1962
Saint Ann School Ridgecrest CA 1990-1992, Saint Barnabas School Alameda CA 1992-1994, Oak Harbor Christian School Oak Harbor WA 1995-1997, Saint Joseph of Cluny Sisters School Newport RI 1997-1998, St. John the Baptist School Honolulu HI 1998-1999, Bishop Sullivan Catholic High School Virginia Beach VA 2001-2003
Community:
Amanda Leavey, Michelle Kowalsky, Nicole Benoza, Pua Okabe, Kristin Peterson, Alyssa Roldan, Roxanne Omoto, Maria Gallegos, Rhonda Kim