Joanna Wright Email & Phone Number

Morgantown, PA, US

Malvern, Pennsylvania, United States

Develop Product vision, key deliverables, and roadmap to define the consumer requirements/needs and value creation.

Malvern, PA

• Oversee Fixed Income Specialist business by adhering to industry regulations and supporting clients with Fixed Income trading.
• Support the Brokerage business goals and growth through projects, initiatives, and system enhancements.
• Manage and develop crew through daily operations, client relationship management, and career growth, such as internships, promotions, and cross training.

Malvern, PA

• Oversee the operations and resolution of client requests in a timely and accurate fashion for Vanguard and competitor offered funds. Offer operational support to internal business partners and fund families.
• Manage and develop crew through daily operations, client relationship management, and career growth, such as internships, promotions, and cross training.
• To assist and support in the expansion of the FundAccess program within Brokerage and help ensure integrity and service of the program (cross site business continuity).

Malvern, PA

• Manage and develop crew through daily operations and career growth, such as internships and cross training
• Through oversight, ensure accurate reconciliation of all funds within the Accounting Book of Record (ABOR). Manage business relationships and maintain a client focus
• Developed team operations model, assisted in hiring process, enhanced team structure for a dual site model, and manage effective change management communication with crew and business partners for FFS West (Arizona)
• Managed the improvement of the Wash Sales processes and model, such as Paperless reporting and systematic processing, resulting in multiple positive business impacts. Established working relationship with SunGard.
• Project lead for Project Blend; combining Fixed Income, Wash Sales, and Equity Fund Accounting teams in two US sites to establish business continuity, scalability, talented crew, and leverage best controls through.

Ba, Finance

Education record