Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Timeline
Generic

Konrad Stauffer

Glenolden,PA

Summary

Dedicated professional prepared to bring extensive expertise and results-oriented approach. Known for effectively managing tasks and supporting organizational goals through collaborative efforts and adaptive strategies. Recognized for excellent communication and analytical skills, ensuring seamless operations and consistent outcomes.

Overview

12
12
years of professional experience
1
1
Certification

Work History

REGULATORY OVERSIGHT SPECIALIST

Vanguard
05.2022 - Current
  • Spear-headed the supervision of the Wealth Planning Consultation Pilot program and proactively provided detailed feedback to refine training materials.
  • Partnered with the Chief Data & Analytics Office to test and elevate generative AI nods in order to alleviate call volumes in order to achieve a better client experience.
  • Onboarded and mentored 4 newly promoted crew, fostering professional growth and ensuring adherence to best practices within the team.
  • Collaborated on, and work strategically through, ambiguous scenarios that require critical thinking.

ABANDONED PROPERTY OVERSIGHT ADMINISTRATOR

Vanguard
07.2019 - 05.2022
  • Built and maintained relationships with government officials at a state level to increase the effectiveness and efficiency of holder reporting.
  • Managed a book of business of between 12-15 states and territories to ensure accurate, on-time reports in accordance with a state abandoned property laws.
  • Represented the business in the development, and implementation of, an automated due diligence letter process.
  • Conducted research on abandoned property laws and regulations to ensure proper adherence and compliance.

RETIREMENT PLAN SERVICES REPRESENTATIVE

Vanguard
08.2017 - 07.2019
  • Developed the departments first set of standard work documents to aid fellow teammates excel at their metrics.
  • Provided exceptional customer service and support for retirement plan participants.
  • Assisted clients with enrollment, contribution, and withdrawal processes for retirement plans.
  • Resolved complex issues and inquiries related to retirement plan accounts.

ASSISTANT BRANCH RENTAL MANAGER

Enterprise Rent-A-Car
05.2013 - 05.2017
  • Assisted customers with vehicle selection and facilitated rental bookings for a 300+ car rental branch.
  • Maintained inventory records and ensured timely vehicle maintenance and cleanliness at a rental facility.
  • Collaborated with team members to improve customer service and streamline rental processes at a branch office.
  • Led a small team of associates (7 members) with the goal of "completely satisfying" every customer's rental experience and to over-achieve the region's sales metrics.

Education

B.S. - ORGANIZATIONAL & COMMUNITY LEADERSHIP

University of Delaware
Newark, DE
05.2014

B.A. - POLITICAL SCIENCE

University of Delaware
Newark, DE
05.2014

MINOR - LEGAL STUDIES

University of Delaware
Newark, DE
05.2014

Skills

  • Relationship management
  • Process improvement
  • Conceptual Thinking
  • Navigating Ambiguity
  • Management collaboration

Certification

FINRA Series 6

FINRA Series 7

FINRA Series 63

FINRA Series 66

CFA Institute Investment Foundations Certificate

LDX Discovery Graduate (Vanguard)

Bloomberg Market Concepts Certificate

Languages

English
Native or Bilingual

Timeline

REGULATORY OVERSIGHT SPECIALIST

Vanguard
05.2022 - Current

ABANDONED PROPERTY OVERSIGHT ADMINISTRATOR

Vanguard
07.2019 - 05.2022

RETIREMENT PLAN SERVICES REPRESENTATIVE

Vanguard
08.2017 - 07.2019

ASSISTANT BRANCH RENTAL MANAGER

Enterprise Rent-A-Car
05.2013 - 05.2017

B.A. - POLITICAL SCIENCE

University of Delaware

MINOR - LEGAL STUDIES

University of Delaware

B.S. - ORGANIZATIONAL & COMMUNITY LEADERSHIP

University of Delaware

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