Noah Markel Email & Phone Number

Malvern, Pennsylvania, United States

MarTech Adoption Dashboard – Developed a Vanguard branded dashboard for MarTech and global marketing leaders to showcase utilization of our marketing platforms across the enterprise to maximize the return on our technology investment and improve customer experience.Operational Excellence Dashboard – Developed a dashboard to improve engineering and operational maturity across corporate systems to reduce incidents/outages and maintain operational excellence.

Enterprise Risk Portal – Drove 400% increase in viewership for risk reporting. Wrangled numerous data sources with Tableau Prep Builder and developed a 26-page Tableau dashboard to enable a one stop shop for enterprise and divisional risk leaders to drive insights and reporting across top risks, risk events, issues, risk acceptances, controls, audits, SOX results, enterprise data governance and privacy cases.Enterprise Covid Portal – Developed a 9-page Tableau dashboard to monitor campus safety by using a variety of internal/external environmental indicators, on-site testing, on-site positives and building attendance for Vanguard locations.Completed Drexel LeBow CORE Business Analytics Program through Vanguard

Built various Tableau dashboards for risk events, issues and controls. Automated quarterly SOC1/ SOC2 certifications with Tableau.

Malvern

Developed an EUCT to enhance quarterly monitoring process that yielded a time saving of 100 days a year. Performed quarterly monitoring for incompatible functions and high-risk access within IIG applications of around 5,000 crew

Malvern, Pa

Global Fund Accounting – Shareholder Activity Team is responsible for daily and monthly Cash, Share, and Distribution Payable Reconciliations, Valuation of Fund Impacts, As Of Mitigation to funds, Divergence for Multi-class funds and ensures all settlements in funds are complete to support nightly pricing.

Reduced daily call volume by 5-8% (around 1,500 calls per day) which directly correlates to a decrease of our average speed to answer (ASA) impacting profitability of our contracts with plan sponsors. Provided education on asset allocation, exchanges, fund performance and expense ratios and Roth/pre-tax/after-tax sources. Accurately processed DTC transfers with company stock for Net Unrealized Appreciation (NUA).o Obtained Series 6 and Series 63 licenses (CRD# 5743804)

Payson, Utah

Accepted inbound customer calls regarding problems with orders, damaged packages and researched specific parts for machines. Resolved concerns in a timely and professional manner providing customer satisfaction as the ultimate goal.

Harrisburg, Pennsylvania Area

• Completed customers transactions quickly and efficiently• Balanced till several times through the day• Analyzed checks and transactions for fraud

Spanish Fork, Ut

Acquired Property & Casualty license to analyze clients’ particular needs integrated with financial situations and recommend policies for auto and home coverage.