• Manage the full implementation life cycle of new and existing retirement plans on the Ascensus/Vanguard Retirement Plan Access platform.• Coordinate activities of internal staff and departments to ensure timely delivery of project deliverables.• Build and maintain profitable relationships with external advisors and third-party administrators.

• Reviewed web-client trading activity in real-time, taking appropriate action as needed to mitigate identified risks.• Managed the trade cycle from placement to settlement, including researching breaks and other issues.• Worked with execution partners, market data providers, and technology vendors to support and develop trading platform and service offering.

• Worked consultatively with high/ultra-high-net-worth clients to create and implement long-term, goal-based investment strategies.

• Designed and, implemented programs for youth of all ages (Pre-K to post-graduate) designed to teach them about the faith, build fellowship among the members, and serve the broader community.• Administered all aspects of a Church School program with approximately 100 registered students, including curriculum oversight and teacher performance evaluation.• Assisted the Priest in all aspects of parish ministry, including sacraments, visitations, counseling, fundraising, and administration.

Worked with clients who wished to place complex and large block orders for domestic and foreign equities, options, ETFs, and other investments. Educated clients on market dynamics (volatility, liquidity, order types, etc.) and assisted with order placement to ensure that client orders received best execution. Served as a resource to the broader organization on all equity queries.Handled complex option orders (collars, straddles, spreads, condors, etc.) while providing education to clients on strategies, potential outcomes, and alternatives. Served as a resource to the broader organization on all option queries.Handled client orders that require additional regulatory reporting (ESOPs, restricted stock, SEC 144s, etc.).Interacted with trading partners across market centers to ensure client orders received best execution.Maintained and communicated a strong understanding of international equity trading, including applicable taxes, commissions/fees, currency conversion risks.Minimized and managed risk by maintaining a strong understanding of market structure, regulatory environment, and compliance policies. Assisted in creating/improving operational risk controls.Attended industry seminars and conferences to build knowledge and strengthen Vanguard’s relationships.

• Tasked with a diverse portfolio of projects related to the integration of Vanguard’s Transfer Agent and Broker Dealer businesses.

• Worked consultatively with high/ultra-high-net-worth clients to create and implement long-term, goal-based investment strategies.

• Provided investment guidance to retirement plan participants.