Summary
Overview
Work History
Education
Skills
Timeline
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Hannah L. Marshall

Chesterbrook,PA

Summary

Accomplished professional with a robust background in applying adult learning theories to drive organizational learning and performance. Expert in conducting comprehensive needs assessments to align learning solutions with strategic business goals. Skilled in managing online learning platforms, enhancing user engagement through effective training and facilitation, and managing complex stakeholder relationships. Demonstrated leadership in leveraging data and analytics to inform decision-making and measure training efficacy. Proven track record in coordinating cross-functional team training in support of delivering complex projects on time and within budget. Committed to fostering a culture of continuous improvement and professional development through innovative program management and instructional design.

Overview

9
9
years of professional experience

Work History

Program Manager, Data & Analytics

Vanguard
02.2024 - Current
  • Promoted to Program Manager within the Data & Analytics Advanced Development Program after demonstrating initiative and impact through internship that began in November 2023, stemming from strong strategic partnership with program's leadership team
  • Currently leading team of 3 full-time data analysts through 24-month program, providing guidance and mentorship to nurture professional growth and personal development, resulting in cadre of well-rounded, highly skilled analytical talent. Projected to lead 10 additional full-time analysts in August
  • Chosen to lead 6 data analyst interns and 3 data scientist interns through 10-week summer internship program
  • Actively involved in recruiting strategy, hiring, and evaluation process to maintain departmental standards
  • Coaches employees through regular 1:1 meetings, leading with transparency and identifying areas of continued growth opportunity and highlighting strengths through candid feedback
  • Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures
  • Partners with business leaders within Chief Data and Analytics Office to develop internship, rotational, and launch assignments for program participants
  • Member of Chief Data Analytics Office Mentorship Program Planning Committee
  • Champions efforts to increase acceptance of neurodivergence through active engagement with Vanguard’s ABLE community, which aims to empower employees with disabilities, neurodiverse employees, and those with other conditions, as well as employees in caretaking roles and allies. Published 2 internal blog posts in support of ABLE which received high praise and support from fellow employees

Training, Planning and Onboarding Specialist

Vanguard
01.2022 - 02.2024
  • Member of the Data & Analytics Learning and Development Team, supported the training needs of all Vanguard analytics practitioners
  • Piloted division-wide needs assessment initiative to identify and address critical skill gaps in Python and SQL for data analysts in Financial Advisor Services, setting target of 20% proficiency increase
  • Collaborated with subject matter experts and stakeholders to develop and execute self-assessment, utilizing qualitative and quantitative methods to pinpoint areas for growth and development within key analytics skills and tools
  • Achieved 100% response rate from targeted group across initial survey and re-evaluation
  • Designed and implemented tailored learning recommendation consisting of asynchronous and synchronous learning opportunities focused on Python and SQL with 80% of key audience participating in training
  • Responsible for ownership of training vendor relationship, budget, and logistical planning
  • Monitored and analyzed training participation through data-driven insights, enabling agile adjustments for optimal learning outcomes
  • Exceeded initial objectives by achieving 40% increase in Python and SQL competency levels, doubling anticipated impact and significantly enhancing analysis capabilities within division
  • Enhanced employee engagement by designing and implementing comprehensive onboarding program for Vanguard's Chief Data and Analytics Office which currently maintains 90% satisfaction rating and contributed to lowering regrettable attrition within first 12 months
  • Managed and owned Udemy, Codecademy and O'Reilly vendor relationships, learning strategy and budget
  • Increased O'Reilly license purchase order from 50 to 75 licenses based on needs analysis, allowing access for all data scientists and data engineers
  • Curated Natural Language Processing training plan that impacted 5,000 employees and supported divisional OKR of reducing time to insights
  • Coordinated and delivered 13 analytics-focused training workshops in 2023 resulting in overall participant satisfaction of 96%, with 94% of employees agreeing skill level increased
  • Built learning and onboarding plan for intern cadre of brand new Data & Analytics Advanced Development Program, achieving 85% overall satisfaction and contributing to Vault Internship ranking of #5 overall in Data Science/Data Analytics Internship Programs within program's first year

Learning Support Specialist

Vanguard
07.2018 - 10.2019
  • Trained new hires coming into Vanguard's Processing Department, specializing in Transfer of Assets coaching
  • Responsible for multiple new hire classes for duration of training
  • Served as main contact for assigned classes; responsible for organization, implementation and overseeing of all lessons
  • Acted as positive and accessible resource to new employees
  • Worked directly with other members of Learning Support Team to share findings and gain further perspective of Vanguard's onboarding experience as whole, consistently seeking out improvements
  • Created surveys and facilitated round table discussions to identify areas of growth within onboarding program
  • Communicated findings and pertinent information with Human Resources and other internal business partners

Transfer of Assets Processing Associate

Vanguard
02.2016 - 07.2018
  • Accurately and efficiently processed various client requests while maintaining excellent level of quality and service based on department standards
  • Protected client privacy to the utmost degree
  • Acted as Receiving Firm SME
  • Coached multiple new hire classes, served as Coaching Ambassador
  • Participated actively in team activities and assisted leadership with team celebrations and events
  • Volunteered for Mentorship Program; served as mentor to new employees
  • Received Peer Recognition Award for excellent teamwork

Client Success Specialist

PrimePay Inc.
02.2015 - 01.2016
  • Promoted from Client Success Representative in August 2015 due to consistency, excellent client feedback and leadership skills
  • Processed FSA/HRA claims, enrollments, and terminations
  • Assisted clients to understand all aspects of various high deductible health plans
  • Responsible for highly confidential client information
  • Trusted with financial fact checking
  • Member of events committee; organized internal activities and celebrations

Education

Bachelor of Arts - Psychology

Pennsylvania State University
05.2014

Skills

  • Planning and Organization of Training Solutions
  • Project Management
  • Strategic Thinking
  • Training Facilitation and Delivery
  • Program Optimization
  • Leadership
  • Collaboration
  • Relationship Building
  • Adult Learning Theories
  • Customized Learning Plans
  • Needs Assessments
  • Onboarding

Timeline

Program Manager, Data & Analytics

Vanguard
02.2024 - Current

Training, Planning and Onboarding Specialist

Vanguard
01.2022 - 02.2024

Learning Support Specialist

Vanguard
07.2018 - 10.2019

Transfer of Assets Processing Associate

Vanguard
02.2016 - 07.2018

Client Success Specialist

PrimePay Inc.
02.2015 - 01.2016

Bachelor of Arts - Psychology

Pennsylvania State University

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Hannah L. Marshall