• Hired, evaluated, and supervised crew. Provided guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures. • Oversaw process implementation for securities lending operations to ensure global consistency in settlements, reconciliations, reporting and risk. Consulted and advised key stakeholders as subject matter and technical expert, as well as identified and resolved complex operational issues.• Oversaw performance of the service model for the team, and drove improvements.• Led activities around the monthly distribution of lending revenue to the funds, financial controls, and operational guidance.

• Supervise staff, provides guidance, training and motivation as necessary to develop staff, including frequent one-on-one meetings with crew. Hires, evaluates and counsels personnel. Sets performance standards, reviews performance and provides feedback• Leads critical daily functional team responsible for accurately accounting for the funds' books and daily net asset values. Oversees the day-to-day operations to ensure accurate and timely execution of group's key deliverables. Ensures controls are implemented and flawlessly executed to mitigate risk. • Assesses department procedures and proposes/implements changes to strengthen internal controls, enhance efficiency and maximize the usage of technology. Considers impact of procedural changes on Fund Financial Services, internal, and external clients. Ensures smooth implementation of new processes.• Maintain ownership of various global reconciliation processes. Analyzes transaction and holding data to provide accurate controls of Corporate Actions, Trades, Derivatives and ETF trades in both the investment book of record and the accounting book of record.

• Maintain ownership of various global reconciliation processes. Analyzes transaction and holding data to provide accurate controls of Corporate Actions, Trades, Derivatives and ETF trades in both the investment book of record and the accounting book of record. • Provides daily oversight of operations through exception management controls and the verification of completed processes.• Train and develop new team members in the reconciliations process for both the Institutional and 40 Act funds.• Isolate risk and upstream processing issues by identifying process gaps and recommending solutions to mitigate risk to the team and business.• Prepare, lead and moderate IPA’s monthly reconciliation huddle to ensure the communication of accurate data and timely feedback to all levels of the impacted groups.

• Preform daily cash and share reconciliations of our Institutional Company Stock, Stable Value, 529 and Fund of Funds. • Perform monthly and quarterly reporting such as the 13G and Board of Directors RST report.• Complete monthly reconciliations for stable value insurance contracts and specialized reporting for private funds.• Participate in special projects such as proxy voting, reporting feedback and time study on crew activity and its impact on department budget.

• Processes core transactions for Institutional clients. Reviews requests for accuracy, completeness and adherence to plan provisions. Issues work tickets for processing requests through automated tracking system. • Coordinates with other areas of Institutional as needed to complete processing requests. Ensures accurate and timely processing of transactions. Identifies, analyzes and resolves operational issues. • Verifies the accuracy of all processing by conducting quality checks on work ensuring compliance with corporate quality standards. • Interacts extensively with other Vanguard departments in the performance of daily work activities and to research and resolve processing issues.