Team Leader – Participant Engagement Consulting (PEC)
The Vanguard Group
10.2019 - Current
Lead a hybrid team of IC5/IC5 exempt crew
Successfully lead team of Communication Project Managers who are responsible for end to end responsibilities of execution and delivery of 401k business communications to our participants
Steward for creating strong business partner relationships
Strong commitment and demonstration of closing out crew opportunity areas as a result of effective coaching and development principals
Control owner who serves as lead to improve and monitor workflows and controls to maximize efficiency and effectiveness of the department
Solid experience with leading projects such as on-boarding, engagement, performance management, and calibration.
Team Leader –QDRO/Bene Determination
The Vanguard Group
01.2019 - 10.2019
Lead a hybrid team of IC4 & S1 crew (13 crew)
Service owner for two services (QDRO/Bene)
Steward for creating strong business partner relationships
Strong commitment and demonstration of closing out crew opportunity areas as a result of effective coaching and development principals
Created S1 roles for team
Control owner who serves as lead to improve and monitor workflows and controls to maximize efficiency and effectiveness of the department
Solid experience with leading projects such as on-boarding, engagement, performance management, and calibration.
Team Leader –Quality Center of Excellence (Retirement Plan Experience)
The Vanguard Group
10.2015 - 01.2019
Lead a hybrid team of IC4, IC5, and S1 Quality Specialists
Demonstrate successful cross-site leadership
Steward for creating strong business partner relationships
This year I achieved the second highest amongst my peers
VADP program hiring
Strong commitment and demonstration of closing out crew opportunity areas as a result of effective coaching and development principals
Control owner who serves as lead to improve and monitor workflows and controls to maximize efficiency and effectiveness of the department
Solid experience with leading projects such as on-boarding, engagement, performance management, and calibration.
Team Leader – RPX Operations Randstad (Retirement Plan Experience)
08.2014 - 10.2015
Lead a team of 16-20 Randstad contractors
Established hiring pipeline for RPX Operations
Coached and developed crew by administering 1 on 1s and partnered with them to build effective development/personal plans
Implemented Team Strategy which improved crew morale, decreased department cost, and increased team quality
Lead team building events to promote teamwork and increased team morale
Responsible for ensuring that staffing was in line with budgeted target
Liaison for business partners.
Operations Administrator – CPA (Retirement Plan Experience)
02.2010 - 08.2014
Mentored and shadowed with leadership team to help prepare for leadership role
Developed and implemented team strategy that included moving a team to different area of the business
Organized and facilitated training plan for crew to come from AZ to PA
Served as liaison for business partners
Participated in overall department meetings, leadership meetings, and training
Managed day-to-day queue assignments and ensured all service levels were achieved
Served as informal leader to team when Team Leader was out of the office.
Processing Associate – RPX Operations
06.2005 - 02.2010
Processed core financial transactions on a daily basis
Administer processing of demographic data
Processed on sensitive clients
Volunteered for weekend system elevations
Promoted to work on 403(b) plans
Provided exemplary services and support to Vanguard clients
Contributed input for the development and modification of processing procedures and workflow issues
Served as coaching/training partner to less experienced crew
Received multiple forms of recognition such as spot awards to recognize my client focus, relationship management skills, and overall positive impact to organization.
Education
Bachelors of Business Administration and Management -
The Pennsylvania State University
Skills
Mentoring
Leadership
Teamwork and Collaboration
Coaching and Mentoring
Continuous Improvements
Project Management
Notable Outcomes Delivered
Proven ability to attract and develop highly performing crew and teams crossite
Extensive experience with managing and developing crew
Experienced in successfully transforming and undergoing organizational changes- served as lead, change management, and champion to these changes
Leading organization through platform change (CTS to Workfront)
Various talent developed throughout the organization over my 13 years in leadership
Year over year highest leader crew views scores in department
Highly passionate and driven individual with strong knowledge of IIG business
Strong organizational and time management skills
Effective communicator and problem-solver
Timeline
Team Leader – Participant Engagement Consulting (PEC)
The Vanguard Group
10.2019 - Current
Team Leader –QDRO/Bene Determination
The Vanguard Group
01.2019 - 10.2019
Team Leader –Quality Center of Excellence (Retirement Plan Experience)
The Vanguard Group
10.2015 - 01.2019
Team Leader – RPX Operations Randstad (Retirement Plan Experience)
08.2014 - 10.2015
Operations Administrator – CPA (Retirement Plan Experience)
02.2010 - 08.2014
Processing Associate – RPX Operations
06.2005 - 02.2010
Bachelors of Business Administration and Management -