Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Devyn Running

Scottsdale,Arizona

Summary

Compliance-focused professional with a strong track record of managing complex client cases and delivering consistent, high-quality results. Experienced in analyzing call defect and trade error trends to develop practical strategies that reduce risks and improve team performance. Skilled at working independently to identify and resolve issues while ensuring accuracy and adherence to regulatory standards. Excited to continue growing in compliance, with plans to obtain the S24 license, and committed to contributing to a culture of collaboration, improvement, and results at Vanguard.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Advisor Support Representative

Vanguard
02.2022 - Current
  • Provide accurate, compliant client service by staying current on Vanguard policies, industry regulations, and internal standards.
  • Work independently on ASG projects, including as a permanent member of the ASG Fee Team and ASG Risk Team, contributing to process improvements and compliance initiatives.
  • Coach new Crew with clear feedback, fostering growth and collaboration.
  • Mitigate risks by ensuring compliance and accuracy during client financial transactions.
  • Maintain precision in navigating complex regulatory requirements.
  • Build strong client relationships through clear, actionable insights.
  • Optimize team performance by driving outcomes and fostering a culture of continuous improvement.

Territory Manager

Carlisle (Henry Company Division)
03.2021 - 02.2022
  • Increased year-over-year sales in my territory by over 20% above plan through strategic account management and efficient planning.
  • Organized schedules and travel to independently manage multiple projects across a large territory, prioritizing tasks to meet deadlines and goals.
  • Led large-scale store resets and planogram updates, collaborating with retail management and end-users to ensure seamless execution.
  • Built strong relationships with key accounts while resolving challenges and delivering tailored solutions.
  • Delivered clear project updates to stakeholders, aligning efforts with company objectives and driving results.

Senior Account Manager

Lowe's
02.2012 - 03.2021
  • Independently managed high-value commercial accounts for local governments, tribal governments, and school districts, overseeing procurement, quoting, and delivery logistics.
  • Created tailored proposals to meet client needs, ensuring cost efficiency and timely execution.
  • Collaborated with clients and vendors to resolve procurement challenges and ensure operations stayed on track.
  • Negotiated pricing to retain and grow key accounts, balancing client satisfaction with maintaining strong profit margins.
  • Contributed to achieving the highest sales volume and market penetration in the Southwest for four consecutive years (2017–2020).
  • Juggled multiple high-priority sales cases simultaneously, balancing competing deadlines, client needs, and logistical challenges to ensure successful outcomes.

Education

Associate Of Applied Business - Accounting And Finance

Maricopa Community Colleges, Mesa Community College
Mesa, AZ

Skills

  • CRM systems and client interaction management
  • Analysis and mitigation of call defects and trade error
  • Independent issue identification and resolution
  • Process improvement and workflow optimization
  • Risk analysis and management strategies
  • Auditing communications for compliance and regulatory adherence
  • Empathy and active listening in client engagements
  • Constructive feedback delivery to enhance team performance
  • Problem-solving aptitude
  • Time management skills

Affiliations

  • ASG Risk Team
  • ASG Fee Team
  • ASG Connect Team (Team Rios)

Certification

Series 7 Licensed

Series 63 Licensed

Timeline

Advisor Support Representative

Vanguard
02.2022 - Current

Territory Manager

Carlisle (Henry Company Division)
03.2021 - 02.2022

Senior Account Manager

Lowe's
02.2012 - 03.2021

Associate Of Applied Business - Accounting And Finance

Maricopa Community Colleges, Mesa Community College

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