Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

HOLLY M. TOROK

Phoenix,AZ

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

8
8
years of professional experience
7
7
years of post-secondary education
1
1
Certification

Work History

Life Events Associate

Vanguard
Scottsdale, AZ
10.2018 - Current
  • Utilizes strong communication skills and time management to resolve complex issues stemming from beneficiary and QDRO determination and asset transfers, managing 150+ cases and 300+ voicemails monthly
  • Established significant relationships with multiple business partners to meet expected outcomes
  • Managed projects including new hire training and development and production of job resources
  • Identify, track, and resolve issues in processes to improve efficiency while maintaining regulatory compliance and positive participant experience

Plan Specialist

Retirement, Specialized Services
11.2015 - 10.2018
  • Maintains knowledge of Vanguard's Institutional Investor Group retirement plan products and services, overall financial markets, and related legal, tax, and regulatory issues to assist Institutional Shareholders and Alternate Payees with complex plan issues, and to provide in-depth investment and financial services education
  • Utilizes knowledge of employer sponsored retirement plans, financial markets, and Vanguard funds to respond to incoming calls requesting account information and resolve account transactions for clients

Retirement Plan Specialist

Randstad
Scottsdale, AZ
06.2015 - 11.2015
  • Utilized knowledge of employer sponsored retirement plans to provide plan information and resolve basic account transactions for clients
  • Utilized financial knowledge of rules and regulations on specific plans and as IRS dictates
  • Maintained quality goals and call time frames

School & Youth Outreach Coordinator

Leukemia and Lymphoma Society
Phoenix, AZ
08.2014 - 04.2015
  • Developed positive relationships with volunteers and schools through high call volume recruitment
  • Maintained recruitment goal and enhance average donation goal through educational strategies
  • Performed data management on contacts with Microsoft Office and industry software

Corporate Alliance Intern

Make-A-Wish America
Phoenix, AZ
08.2014 - 12.2014
  • Communicated with outside vendors in support of seasonal sponsorship campaign activations
  • Researched, analyzed, and wrote non-profit marketing trends and landscapes reports
  • Created in-depth review of companies for corporate alignment, donation, and sponsorship

Education

Master of Business Administration - Marketing

Grand Canyon University
Phoenix, AZ
11.2018 - 08.2021

Bachelor of Science - Communication

Central Michigan University
Mt. Pleasant, MI
09.1998 - 08.2000

Associate Degree - Secondary Education

Delta Community College University Center
Bay City, MI
01.1996 - 05.1998

Skills

Time management

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Certification

Retirement Plan Fundamentals (RPF) Certification 2018

Affiliations

Series 6 and Series 63 Financial Licensing 2015

Timeline

Master of Business Administration - Marketing

Grand Canyon University
11.2018 - 08.2021

Life Events Associate

Vanguard
10.2018 - Current

Plan Specialist

Retirement, Specialized Services
11.2015 - 10.2018

Retirement Plan Specialist

Randstad
06.2015 - 11.2015

School & Youth Outreach Coordinator

Leukemia and Lymphoma Society
08.2014 - 04.2015

Corporate Alliance Intern

Make-A-Wish America
08.2014 - 12.2014

Bachelor of Science - Communication

Central Michigan University
09.1998 - 08.2000

Associate Degree - Secondary Education

Delta Community College University Center
01.1996 - 05.1998

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HOLLY M. TOROK