Summary
Work History
Education
Skills
Affiliations
Timeline
Generic

Kristi McAteer

Chester Springs,PA

Summary

Results-driven professional specializing in contract compliance and strategic project management. Expertise in developing and implementing strategies that ensure successful project outcomes. Strong communication skills facilitate collaboration and stakeholder engagement.

Work History

Contract Advisor

Vanguard
Malvern, PA
2017 - 2023
  • Reviewed contracts for compliance with organizational policies and regulatory standards, ensuring risk mitigation.
  • Developed contractual agreements adhering to established policies and procedures.
  • Assisted in preparing contract documents and supporting materials, facilitating informed decision-making for stakeholders.
  • Coordinated with internal teams to clarify terms and conditions of contracts, enhancing understanding and alignment.

Offer Governance Manager

Vanguard
Malvern, PA
2014 - 2016
  • Collaborated with executive leadership to develop strategies that strengthened corporate governance principles.
  • Facilitated discussions with stakeholders to ensure alignment of governance initiatives with organizational objectives.
  • Established risk management strategies in partnership with diverse teams to mitigate potential issues.
  • Drove project initiatives by engaging cross-functional teams for effective solutions.
  • Developed strategies that addressed inefficiencies and improved project delivery timelines.
  • Conducted performance evaluations to support employee development and enhance team performance.

Project Manager

Vanguard
Malvern, PA
2008 - 2014
  • Collaborated with senior management on long-term strategic planning initiatives for projects in development or execution stages, aligning efforts with organizational goals.
  • Created comprehensive reports to update senior management on project status, facilitating informed decision-making.
  • Oversaw new client conversions and negotiated contracts to ensure alignment with corporate pricing offers, improving client satisfaction.

Manager of Marketing & Communications

Vanguard
Malvern, PA
2006 - 2008
  • Collaborated with senior leadership to position products and services effectively for prospective clients.
  • Streamlined RFP processes through technology implementation, ensuring consistent pricing offers across submissions.
  • Led team of 32 professionals in completing RFPs for institutional retirement plan management, enhancing proposal quality.
  • Evaluated employee performance and provided constructive feedback, fostering professional development and team growth.

RFP and Presentation Specialist

Vanguard
Malvern, PA
2002 - 2005
  • Created engaging presentations for financial products and services, improving audience understanding.
  • Collaborated with teams to efficiently gather content and visual assets, ensuring cohesive presentation delivery.
  • Collected and organized participant feedback to identify areas for improvement in future sessions.

Client Data Support Specialist

Vanguard
Malvern, PA
2000 - 2002
  • Assisted in troubleshooting data discrepancies within various databases.
  • Collaborated with team members to streamline data processing workflows.
  • Developed stored procedures and functions to automate various tasks within the database environment.
  • Provided data entry support using internal systems for accuracy and efficiency.

Education

MBA - Organizational Dynamics

Temple University
Philadelphia, PA
01-2004

Bachelor of Arts - Marketing And Psychology

Muhlenberg College
Allentown, PA
01-2000

Skills

  • Project management
  • Strategic planning
  • Client relations
  • Team oversight
  • Issue resolution
  • Research and analysis

Affiliations

  • Volunteer: Board Member and Coach Marsh Creek Eagles Football & Cheerleading
  • Volunteer: Team Manager Villa Maria Academy Cheerleading

Timeline

Contract Advisor

Vanguard
2017 - 2023

Offer Governance Manager

Vanguard
2014 - 2016

Project Manager

Vanguard
2008 - 2014

Manager of Marketing & Communications

Vanguard
2006 - 2008

RFP and Presentation Specialist

Vanguard
2002 - 2005

Client Data Support Specialist

Vanguard
2000 - 2002

MBA - Organizational Dynamics

Temple University

Bachelor of Arts - Marketing And Psychology

Muhlenberg College

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Kristi McAteer