Carmen Williams Email and Phone Number
Valley Forge, PA
Carmen Williams's Location
Phoenixville, Pennsylvania, United States, United States
Carmen Williams's Contact Details
Carmen Williams work email
- Valid
- Valid
Carmen Williams personal email
n/a
About Carmen Williams
Clever problem-solver with 12 years of experience in competitive intelligence, strategy development, and analytics. Proven success in presenting complex topics and recommendations, developing meaningful key performance indicators and simplifying the journey from insights to action. Thrives as both a leader and individual contributor and enjoys finding clarity amongst ambiguity.
Carmen Williams's Current Company Details
Vanguard
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Senior Advice Strategist and Advice Chief of Staff, Vanguard
Valley Forge, PA
- Website:
- vanguard.com
- Company email:
- privacy@vanguard.com
Carmen Williams Work Experience Details
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Senior Advice Strategist, Advice Chief Of StaffVanguard Jan 2024 - PresentValley Forge, Pa, Us- Support executive leadership team in Advice by prioritizing discussion topics and facilitating strategic conversations- Plan and facilitate quarterly business planning discussions- Drive forward process for identifying and articulating strategic business objectives- Serve as program manager on large-scale strategic initiatives that drive forward Vanguard's Advice business- Support the creation of multi-year product and offer roadmaps for Advice- Bring forward strategic recommendations through the creation of memos and presentations, with a focus on meaningful narrative
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Manager, Business Intelligence Engagement LeadPfizer Nov 2021 - Jan 2024New York, New York, Us• Guide strategic decision-making by effectively communicating complex ideas to senior leaders • Continuously improve data modeling to identify actionable insights in the clinical supply chain• Partner with senior leaders and subject matter experts to develop solutions for problems deemed “unsolvable” by asking targeted questions, identifying needs and challenging existing processes• Uncover insights to present compelling stories through dashboards and visualizations• Support the evolution of supply chain analytics strategy by utilizing AI/ML capabilities -
Advice Platform Insights & Solutions ManagerVanguard Jun 2021 - Nov 2021Valley Forge, Pa, Us• Consolidated advice platform reporting into a single source of truth• Aggregated metrics and insights into a narrative that emphasized business value• Directed change management and education efforts on how to leverage dashboards and insights in decision-making and action planning
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Senior Offer Strategy AnalystVanguard Aug 2019 - Jun 2021Valley Forge, Pa, Us• Produced strategic recommendations to improve and evolve Vanguard’s retail offer• Synthesized market, competitive, and consumer insights using research and analytics• Created and delivered compelling narratives and presentations to senior managers• Led cross-functional projects and work streams• Built and maintained key stakeholder relationships across Vanguard’s retail division
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Senior Competitive Intelligence AnalystVanguard Apr 2018 - Aug 2019Valley Forge, Pa, Us• Served as subject matter expert for the brokerage competitive landscape• Provided industry analysis and insights to senior leaders to influence business decisions• Created educational materials for leaders to increase brokerage acumen• Consulted on technology projects to provide overviews of industry best practices• Developed strategic frameworks to support the development of a competitive brokerage offer
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Senior Data AnalystVanguard Dec 2016 - Apr 2018Valley Forge, Pa, Us• Communicated analytic insights to senior leaders on call center performance• Led conceptual thinking efforts and design of a standardized dashboard for retail associates• Used data mining and analytics techniques to automate identification of coaching needs• Mentored junior reporting analysts on programming languages, analytic methods, and data visualization techniques
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Senior Resource Planning AnalystVanguard Apr 2016 - Dec 2016Valley Forge, Pa, Us- Serve as primary resourcing consultant and right hand man to senior leadership during fiscal planning processes- Build and maintain staffing and volumes forecasts for multiple departments within Recordkeeping Services- Perform cost benefit analysis for technology and process improvements- Engage with senior leaders to uncover processing inefficiencies and propose solutions for improvements- Facilitate staffing discussions monthly and during second and fourth quarter business planning cycles
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Benefit AnalystVanguard Jun 2015 - Apr 2016Valley Forge, Pa, Us- Senior benefit calculation analyst- Lead trend analysis and cleanup efforts for large pension clients- Actively engage with client team to improve pension plan administration- Serve as plan lead for special client projects including deconversions, lump sum offerings, and plan provision changes- Conduct reviews and revisions of procedures to comply with workflow changes and audit requirements- Verify manually calculated Defined Benefit pension calculations including retirement, required minimum distribution, survivor, long term disability and marriage dissolution situations- Conduct on-the-job coaching and training for employees and contract personnel
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Benefit AdministratorVanguard Jun 2013 - Jun 2015Valley Forge, Pa, Us- Serve as lead calculation analyst on large market client for both Qualified and Non-Qualified pension plan- Manually calculate complex Defined Benefit pension calculations including retirement, survivorship, long term disability and marriage dissolution situations- Collect and analyze data to report trends and assist with problem solving methods- Actively support department wide projects including pension de-risking initiatives and technology elevations- Assist with the design and enhancement of pension calculators in Microsoft Excel and Access- Conduct on-the-job coaching and training
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Benefit Calculation AssociateVanguard May 2012 - Jun 2013Valley Forge, Pa, Us- Run and validate pension annuity and lump sum calculations- Assist with pension valuation- Participate in department wide DB and technology projects- Aid in process improvement and procedure writing- Ad hoc trouble shooting- Help with training and on-boarding of new employees as well as with continued coaching
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Processing AssociateVanguard Apr 2011 - May 2012Valley Forge, Pa, Us- Prepared and presented on demographic work flow to senior management and IT- Engaged in efforts to improve client specific processes- Participated in and contributed to special projects - Supported in the training new hires- Effectively processed both high volume and accurate work
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Customer Service RepresentativeTd Oct 2010 - Apr 2011Toronto, Ontario, Ca- Understood customer needs and provided product solutions for new and existing customers- Coordinated appointments with customers and handled customer escalations -
Weight Loss CounselorNutrisystem Jan 2010 - May 2010Fort Washington, Pennsylvania, Us- Consulted between 50-100 clients daily in a high volume call center- Educated clients on effective dietary planning, eating habits and troubleshooting methods
Carmen Williams Skills
Data Analysis
Defined Benefit
Microsoft Excel
Process Improvement
Client Relations Skills
Coaching
Call Centers
Onboarding
Training
Sas
Data Processing
Reporting And Analysis
Minitab
Data Mining
Operational Excellence
Flawless Execution
Pension Administration
Mathematics
Statistical Data Analysis
Pensions
Employee Training
Statistics
Analytics
R
Individual Pension Plans
Problem Solving
Trend Analysis
Employee Surveys
Customer Service
Powerpoint
Public Speaking
Leadership
Research
Microsoft Office
Time Management
Carmen Williams Education Details
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Penn State UniversityInformation Science/Studies -
Penn State UniversityStatistics
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Saint Joseph'S UniversityGeneral
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Penn State UniversityNutritional Science
Frequently Asked Questions about Carmen Williams
What company does Carmen Williams work for?
Carmen Williams works for Vanguard
What is Carmen Williams's role at the current company?
Carmen Williams's current role is Senior Advice Strategist and Advice Chief of Staff, Vanguard.
What is Carmen Williams's email address?
Carmen Williams's email address is ca****@****ard.com
What schools did Carmen Williams attend?
Carmen Williams attended Penn State University, Penn State University, Saint Joseph's University, Penn State University.
What skills is Carmen Williams known for?
Carmen Williams has skills like Data Analysis, Defined Benefit, Microsoft Excel, Process Improvement, Client Relations Skills, Coaching, Call Centers, Onboarding, Training, Sas, Data Processing, Reporting And Analysis.
Who are Carmen Williams's colleagues?
Carmen Williams's colleagues are Noelle Hallman, Kaitlyn Kiely, Kent Stahler, Michelle Surajbali Clarke, Jeffrey Boudin , Mba, Jared Queen, Sam Drackett.
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