Position:
Head of Broker-Dealer Channel Management at Vanguard Financial Advisor Services
Location:
Greater Philadelphia Area
Work:
Vanguard Financial Advisor Services
since Nov 2012
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Head of Broker-Dealer Channel Management
Vanguard
Sep 2009 - Nov 2012
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Corporate Strategy - Lead Strategist for Vanguard International
Bain & Company
Feb 2005 - Sep 2009
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Manager
Bain & Company
Sep 2001 - Feb 2005
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Consultant
KLT Inc. (private equity subsidiary of Kansas City Power & Light)
Jul 2000 - Aug 2000
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Summer Associate
Idea Spiral Inc.
May 2000 - Jul 2000
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Summer Business Development Manager
American Express
Apr 1999 - Aug 1999
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Manager of Interactive Reengineering
CSC Index
Apr 1997 - Apr 1999
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Associate
Hong Kong Philharmonic
Jan 1995 - Aug 1995
-
Cellist
Education:
Stanford University Graduate School of Business 1999 - 2001
Northwestern University 1994 - 1996
University of Rochester 1990 - 1994
Skills:
Acquisition Integration, Business Planning, Benchmarking, M&A experience, Business Strategy, Growth Strategy, Program Management, Due Diligence, Cost Reduction, International Business, Strategy Development, Asset Management, Financial Sector, New Business Development, People Management, Program Implementation, Strategy