Project Manager within Planning & Development organization focused on digital intelligence and modernizing content management system.

• Lead a team of Participant Services Administrators who are aligned to Jumbo client relationships supporting problem resolution & representing Participant Services externally to clients• Effectively manage crew to ensure business goals are being met through coaching & development which my team has consistently surpassed goals• Oversee appropriate staffing and book of business alignment to ensure the appropriate level of support is provided to client teams• Develop and maintain strategic working relationships for my team’s book of business• Manage new business planning in addition to overseeing change management, training & communications of clients onboarding • Conduct existing & prospect tours for Institutional external clients• Oversee planning, reporting and execution of client events.• Analyze divisional and departmental statistics & data to evaluate our business and measure success.

• Led offer development initiative focused on investment flexibility in the marketplace and delivered the product offer evaluation to a senior leadership audience.• Serve as a key contributor within Offer Definition initiative focused on developing and managing a broad offer to plan sponsors and participants. Led work streams focused on interim state definition, service profile evaluation and service gap analysis. • Led working sessions to identify current state opportunities for the Relaxed Proprietary Requirements offer. Proposed future state recommendations to bridge identified gaps. Helped create and deliver a business case for senior leadership, which resulted in funding for implementation. Serve as business SME in influencing and developing the strategy of Open Architecture for IIG. • Created and managed project timelines for large project teams. Resulting in successful and timely project delivery. • Served as data analyst lead on the IIG 10-year Scenario project. Conducted competitive analysis of current state marketplace; helped develop future state scenarios to assist in identifying and mitigating risk to Vanguard. In addition, scenarios assisted with future state business planning and strategy sessions.

• Successfully resolved participant and plan sponsor complex cases/issues as well as client team requests in the Jumbo Total Retirement Services (TRS) market. • Utilized data analysis methodologies to understand case, escalation, and helpline trends for my book of business, which resulted in significant improvements to cycle time and the overall participant experience. • Served as a lead Ambassador which led to the implementation of numerous departmental initiatives and workflow enhancements.

• Exceeded department standards for serving external clients by identifying needs with urgency, determining appropriate solutions, and executing transactions with the utmost attention to accuracy and efficiency.• Promoted Vanguard as a primary financial services provider by maintaining an advanced level of knowledge of the financial services industry, Vanguard products, services, and funds, and other factors that affect retirement plans and participants.