Coordinated project schedules and resources to ensure timely completion of tasks.
Facilitated communication between team members and stakeholders to support project objectives.
Maintained project documentation, ensuring accuracy and accessibility for all team members.
Assisted in budget tracking and expense reporting to optimize resource allocation.
Assisted in the preparation of final project reports and presentations through thorough analysis of quantitative data and qualitative feedback.
Project Manager
Vanguard
Malvern, PA
04.2012 - 01.2017
Led and managed projects, owning end-to-end execution, timelines, dependencies and outcomes.
Proactively managed milestones, risks and trade-offs to ensure timely and high-quality delivery.
Communicated clearly and confidently on project status, progress, risks and recommendations to team members, tailoring messaging to the audience.
Anticipated and mitigated risks by applying critical thinking, partnering with stakeholders to develop practical solutions.
Training Manager
Vanguard
Malvern, PA
12.2002 - 03.2012
Designed and implemented comprehensive training programs to enhance employee performance and engagement.
Collaborated with department leaders to assess training needs and align programs with organizational goals.
Led cross-functional teams in delivering training sessions, fostering a collaborative learning environment.
Evaluated training effectiveness through feedback, assessments, and performance metrics to drive continuous improvement.
Mentored junior trainers, providing guidance on best practices and facilitating skill development within the team.
Trainer
Vanguard
Malvern, PA
05.1995 - 11.2002
Developed training materials to enhance employee knowledge and skills.
Facilitated interactive workshops to improve team collaboration and communication.
Assessed training needs through surveys and performance evaluations.
Analyzed training outcomes to measure effectiveness and inform future sessions.
Key Account Customer Service Representative
Vanguard
Malvern, PA
01.1991 - 04.1995
Managed key account inquiries, ensuring timely resolution of client issues.
Developed and maintained strong relationships with high-value clients to enhance satisfaction.
Collaborated with cross-functional teams to streamline service delivery processes and improve efficiency.
Trained junior staff on best practices in customer service and account management techniques.
Customer Service Representative
Vanguard
Malvern, PA
11.1987 - 12.1990
Partnered with clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues.
Lead with empathy and a problem-solving mindset to help uncover client needs and provide timely and accurate solutions.
Collaborated with internal departments through various strategic initiatives to continually improve client experience.