I am looking to expand my career by obtaining a new position that offers me new opportunities to grow and extend my knowledge within a data centric position.
Overview
29
29
years of professional experience
Work History
Nonqualified Plans Data Lead
FIS
Jacksonville, FL
09.2022 - 04.2023
Established strong relationships with cross-functional teams to facilitate seamless collaboration on data-driven initiatives.
Acted as subject matter expert within the organization on matters pertaining to data integrity, storage solutions, and privacy regulations.
Compiled, cleaned and manipulated data for proper ha
Compiled cline reporting.
Established rule driven processes during client enrollment election.
Collected, reviewed client data for new enrollees.
Managed divided and exchange data at both client and employee levels.
Data Lead
Infosys/ Vanguard Account
Malvern, PA
12.2020 - 08.2022
Currently assigned to following project types as an Institutional Recordkeeping Services Data Lead:
Asset Transfer Out
Division Transfer Out
Direct Aggregate Rollover Out
Plan Terminations
NQP Start -up/ Straight to Newport
Payroll file projects
Implementations Services Consultant requests
Tech Lead to Conversion Tech Lead/Transition Specialist
Vanguard
Malvern, PA
06.2006 - 12.2020
Transitioning Non-Qualified plans to Newport (2019- 2020)
Used historical documents to audit and correct NQ plans prior to transition to Newport.
Member of Vanguard to Newport requirements group for data requirements on the following data:
Distribution Elections
In Day data
Demographic/ Census data
Payroll Deferral Media Out file specifications and reporting requirements.
Worked with IT team to test, research issues and document the functionality of transitioning plan reports and data files prior to elevating them into production.
Collected information of various NQP client deferral reporting processes to ensure an uninterrupted transition of deferral reporting to clients or their payroll vendors.
Transitioned over 400 Non- Qualified Plans to the Newport
Duties included running transition specific reports, supplemental reports, creating transfer out files, reviewing data, resolving data issues prior to releasing data to Newport based on established transition timeline.
Followed up on any subsequent data questions from Newport.
Lead resource for NQP as part of a divisional system upgrade to internal reporting tool to ensure stability of NQP reporting during transition to Newport.
Managed team to document functionality of various reports used across NQP groups.
Created testing requirements documents
Worked with systems group to deliver testing results for the prod and test system fixes.
Communicated process to management throughout the process
Lead resource to transition Production Support and plan administration responsibilities to NQP Tech Lead position.
Created procedures for NQP team
Held individual tutorials for NQP group
Liaison between Production Support and NQP for any issues in process.
Worked on requirements, testing, validation on a Divisional system migration and upgrade from a legacy based platform to an Enterprise system.
Completed CPAT and SAT testing to validate functionality, content and data on the new platform.
Attended regular status meetings as well as one off testing sessions.
Was awarded for my work on the TJ Maxx conversion for its 2 Non-Qualified plans.
Worked with client and prior recordkeeper to compile historical data
Conducted meetings with client and prior recordkeeper
Created files for over 80,000 rows of distribution election history.
Annual Election work
Worked with Project Lead to create annual election document to ensure correct plan set up.
Worked with Project Lead and client for participant eligibility files
Created testing requirements document used in Annual, Mid -Year/ Bonus elections.
Completed Plan set up per system requirement document for multiple plans
Created, tested and loaded participant eligibility files for multiple plans
Completed testing and documented results for Annual, Mid- Year and Bonus elections
Payroll Services Support Associate
Vanguard
Malvern, PA
08.2000 - 06.2006
Held client calls to determine scope of projects, best fits and timelines.
Created monthly Frequently Asked Questions documents that were sent out to all of Recordkeeping Services division as tutorials on various Payroll Services topics.
Attended Payroll Related services learning classes to proctor trainers and training materials, in addition to be available for questions.
Held one on one trainings at desks of processors and Client Administrators.
Created PRS data and plan set up queries to identify data on back-end system tables.
Tested various PRS scenarios to provide resolutions to issues submitted to the team at both plan and participant level.
Worked with our IT department to resolve data issues that required data manipulation on back-end tables.
Worked on internal Production Support team for issues for Payroll Related services and Non-Qualified plans.
Client Administration
Vanguard
Malvern, PA
08.1999 - 08.2000
Assigned as the Cargill Client Administrator for both 401(k) and Non- Qualified plans (6)
Daily contact for client
Helped Conversions group establish Payroll Related services for the plan. Responsible to teach plan processors and co-Administrators the process for plan reporting. At the time I was also responsible for various participant data record keeping and reporting for the conversion process.
Process Associate
Vanguard
Malvern, PA
09.1997 - 08.1999
Started in Recordkeeping services as a process associate.
Assigned to multiple Jumbo clients to establish conversion schedules, completed plan requests, loan repayments, mistake corrections, system changes, plan terminations and beneficiary information.
Assigned to several Account Administrators as a dedicated processor, as well as helping peers and covering when needed for non- assigned plans.
Service Associate
Vanguard
Malvern, PA
10.1994 - 09.1997
Fulfilling participant literature and statement requests
Scheduled temporary employees to meet fulfillment quota weekly
Managed postal weights and costs with Mail Operations
Worked with warehouse on inventories needed on a daily basis for daily literature operations as well as future demands
Education
Some College (No Degree) - Graphic Design
Philadelphia College of Art
Philadelphia, PA
Early Childhood Education
Penn State University
Lima, PA
Great Valley High School
Malvern, PA
06.1981
Skills
Leadership
Decision Making
Time Management
Communication
Excellent communication
Microsoft Office
Data integration
Data security compliance
Teamwork and collaboration
Attention to detail
Problem-solving abilities
Multitasking Abilities
Reliability
Organizational skills
Teamwork and collaboration
Active listening
Effective communication
Adaptability and flexibility
Decision-making
Task prioritization
Self motivation
Data-driven decision making
Goal setting
Professionalism
Complex Problem-solving
Time management abilities
Data quality assurance
Data governance
Accomplishments
Interpreted, tested and converted TJ Maxx NQP plans with over 80,000 rows of NQP distribution data
Created roles and responsibilities for NQP Tech Lead position to take over plan set up of Non- Qualified plan types from the Implementations Services Conversion group
Created process and procedures for automating 457(b) plans from hard copy enrollments to Auto Enrollment plans.
Created process and procedures for automating NQP hard copy enrollments to Auto Enrollments plans.
Created NQ process for running manual payroll deferral media out reports for mid- year, bonus and year end reporting.
Created NQP specific reports for NQP internal clients on IBM reporting platform.
Worked on over 400 Non- Qualified plans in the Vanguard to Newport transition.
Team member on Project team to migrate Payroll Related Services from Legacy system onto a new Enterprise platform.
Awarded for my work in Payroll Services group for publishing monthly Frequently Asked Questions as learning tools for the department.
Timeline
Nonqualified Plans Data Lead
FIS
09.2022 - 04.2023
Data Lead
Infosys/ Vanguard Account
12.2020 - 08.2022
Tech Lead to Conversion Tech Lead/Transition Specialist
<ul><li>Facilitate collaboration with Grades 3–5 teachers to design and adapt instructional plans and materials that meet students’ diverse cultural, developmental, and academic needs.</li><li>Conduct classroom observations and provide actionable, strengths-based coaching—offering real-time and post-observation feedback to enhance teaching practices and student engagement.</li><li>Lead schoolwide curriculum initiatives, planning and implementation of a standards-aligned curriculum, model best instructional practices through demonstration lessons, and facilitate data-driven intervention meetings, resulting in a 3% increase in EOG scores across Grades 3–5.</li><li>Collaborate with administrators on weekly instructional walk-throughs, staff development, and continuous schoolwide academic improvement.</li><li>Promote professional growth by facilitating training and reflective practices aligned with school and district goals.</li><li>Assist in selecting and implementing instructional materials and resources in line with school improvement and strategic plans.</li><li>Collaborate with administrators, teachers, families, and community partners to foster instructional alignment and academic improvement.</li></ul> at Durham Charter School<ul><li>Facilitate collaboration with Grades 3–5 teachers to design and adapt instructional plans and materials that meet students’ diverse cultural, developmental, and academic needs.</li><li>Conduct classroom observations and provide actionable, strengths-based coaching—offering real-time and post-observation feedback to enhance teaching practices and student engagement.</li><li>Lead schoolwide curriculum initiatives, planning and implementation of a standards-aligned curriculum, model best instructional practices through demonstration lessons, and facilitate data-driven intervention meetings, resulting in a 3% increase in EOG scores across Grades 3–5.</li><li>Collaborate with administrators on weekly instructional walk-throughs, staff development, and continuous schoolwide academic improvement.</li><li>Promote professional growth by facilitating training and reflective practices aligned with school and district goals.</li><li>Assist in selecting and implementing instructional materials and resources in line with school improvement and strategic plans.</li><li>Collaborate with administrators, teachers, families, and community partners to foster instructional alignment and academic improvement.</li></ul> at Durham Charter School
<ul><li>Delivered individualized Applied Behavior Analysis (ABA) therapy to children and adolescents with Autism Spectrum Disorder (ASD) and developmental disabilities.</li><li>Accurately collected, recorded, and analyzed client data to track progress and ensure fidelity to treatment plans designed by the BCBA.</li><li>Utilized evidence-based interventions to increase communication, social, and adaptive skills while decreasing maladaptive behaviors.</li><li>Supervised and trained new RBTs and staff in ABA principles, data collection, and behavior intervention strategies.</li><li>Provided mentorship, feedback, and support to RBT team members to ensure consistency and quality of services.</li><li>Collaborated closely with BCBAs to review data, implement program modifications, and ensure treatment integrity.</li><li>Partnered with parents and caregivers to reinforce ABA techniques and promote skill generalization at home and in the community.</li><li>Conducted parent training sessions and maintained strong communication to ensure family engagement and progress transparency.</li><li>Assisted in program updates and documentation, maintaining accurate session notes and data systems (e.g., Catalyst, CentralReach, Rethink).</li><li>Implemented individualized Behavior Intervention Plans (BIPs) using reinforcement, prompting, and de-escalation strategies.</li><li>Responded effectively to behavioral crises, prioritizing client safety and maintaining a calm therapeutic environment.</li><li>Collaborated with multidisciplinary teams including speech, occupational, and physical therapists to ensure coordinated care.</li><li>Participated in ongoing supervision, professional development, and training to uphold BACB ethical and clinical standards.</li><li>Modeled professionalism, integrity, and high ethical standards in all client and staff interactions.</li></ul> at Essential Behavior Group, LLC<ul><li>Delivered individualized Applied Behavior Analysis (ABA) therapy to children and adolescents with Autism Spectrum Disorder (ASD) and developmental disabilities.</li><li>Accurately collected, recorded, and analyzed client data to track progress and ensure fidelity to treatment plans designed by the BCBA.</li><li>Utilized evidence-based interventions to increase communication, social, and adaptive skills while decreasing maladaptive behaviors.</li><li>Supervised and trained new RBTs and staff in ABA principles, data collection, and behavior intervention strategies.</li><li>Provided mentorship, feedback, and support to RBT team members to ensure consistency and quality of services.</li><li>Collaborated closely with BCBAs to review data, implement program modifications, and ensure treatment integrity.</li><li>Partnered with parents and caregivers to reinforce ABA techniques and promote skill generalization at home and in the community.</li><li>Conducted parent training sessions and maintained strong communication to ensure family engagement and progress transparency.</li><li>Assisted in program updates and documentation, maintaining accurate session notes and data systems (e.g., Catalyst, CentralReach, Rethink).</li><li>Implemented individualized Behavior Intervention Plans (BIPs) using reinforcement, prompting, and de-escalation strategies.</li><li>Responded effectively to behavioral crises, prioritizing client safety and maintaining a calm therapeutic environment.</li><li>Collaborated with multidisciplinary teams including speech, occupational, and physical therapists to ensure coordinated care.</li><li>Participated in ongoing supervision, professional development, and training to uphold BACB ethical and clinical standards.</li><li>Modeled professionalism, integrity, and high ethical standards in all client and staff interactions.</li></ul> at Essential Behavior Group, LLC
Head of Sector for Inventory, Management Plans, and Forest Cadastre at Kosovo Forestry AgencyHead of Sector for Inventory, Management Plans, and Forest Cadastre at Kosovo Forestry Agency
<ul>
<li>Developed and implemented project plans, budgets, and schedules.</li>
<li>Oversee multiple teams tackling separate parts of one initiative.</li>
<li>Ensure timely achievement of deliverables or assignments.</li>
<li>Manage subcontractor activities to ensure punctual project completion.</li>
<li>Identify and manage project vulnerabilities.</li>
<li>Secure mutually beneficial conditions for multiple alliances.</li>
<li>Facilitated communication among architects, engineers, and surveyors to understand technical requirements for business relocation, construction, and renovation projects.</li>
<li>Identified and mitigated concerns impacting project execution</li>
<li>Held frequent meetings to align project status with client expectations</li>
<li>Reviewed financial projections for budget adherence</li>
<li>Documented detailed financial data for various projects</li>
<li>Monitored the progress of construction projects ensuring quality control standards were met.</li>
<li>Evaluated contractors’ work against required specifications</li>
<li>Analyzed data from various sources such as surveys, interviews, focus groups. to inform decision-making related to projects.</li>
</ul> at Jones Lang LaSalle<ul>
<li>Developed and implemented project plans, budgets, and schedules.</li>
<li>Oversee multiple teams tackling separate parts of one initiative.</li>
<li>Ensure timely achievement of deliverables or assignments.</li>
<li>Manage subcontractor activities to ensure punctual project completion.</li>
<li>Identify and manage project vulnerabilities.</li>
<li>Secure mutually beneficial conditions for multiple alliances.</li>
<li>Facilitated communication among architects, engineers, and surveyors to understand technical requirements for business relocation, construction, and renovation projects.</li>
<li>Identified and mitigated concerns impacting project execution</li>
<li>Held frequent meetings to align project status with client expectations</li>
<li>Reviewed financial projections for budget adherence</li>
<li>Documented detailed financial data for various projects</li>
<li>Monitored the progress of construction projects ensuring quality control standards were met.</li>
<li>Evaluated contractors’ work against required specifications</li>
<li>Analyzed data from various sources such as surveys, interviews, focus groups. to inform decision-making related to projects.</li>
</ul> at Jones Lang LaSalle