Matthew Dewolf Email and Phone Number
I have been at Vanguard for 23 years and have led crew in several different departments across both the Financial Advisor Services and Institutional divisions and have been located both in Pennsylvania and Arizona. Our top priorities are to foster lifelong relationships with clients, execute unmatchable quality, and to develop crew that are skilled in their roles, motivated, and proud to represent Vanguard. The mission of Vanguard’s institutional business is to help organizations strengthen their retirement plans, endowments, and foundations. From supporting employees who are preparing for retirement to advising investment committees on their long-term strategies, our team brings their expertise and passion to every endeavor. If you’re familiar with Vanguard, then you know that we take a stand for all investors and give them the best chance at investment success. “Client-centered” is more than just a feel-good term for us. We’re owned by our clients, and they come first in everything we do.
Vanguard
View- Website:
- vanguard.com
- Employees:
- 19280
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Retirement Education ManagerVanguard Jan 2022 - PresentGreater Philadelphia AreaI lead an engaged team of award winning retirement education professionals for full service 401(k) and 403(b) plans at Vanguard. Our top priority is to focus on providing best in class service to our plan participants and to take a stand for investors in order to provide them their best chance for retirement success. -
Client Administration Manager - Core MarketVanguard Sep 2016 - Jan 2018Malvern, PaI lead a team of senior Relationship Managers and Team Leaders that provide day to day administrative services to a Core client base within the Client Administration department, a part of Recordkeeping Services. Our top priorities are to foster lifelong relationships with clients, execute unmatchable quality, and to develop crew that are skilled in their roles, motivated, and proud to represent Vanguard. -
Client Administration Manager - Large MarketVanguard Jun 2015 - Sep 2016Malvern, PaManage team of senior client relationship administrators for full service retirement plans -
Operations Manager - Financial Adviser ServicesVanguard Dec 2012 - Jun 2015Scottsdale, AzLeading leadersProject ManagementProcess OwnershipFocused on identifying and retaining talent, increasing engagement -
Team Leader, Financial Adviser Services - Business TechnologyVanguard Apr 2010 - Dec 2011Malvern, PaSupervised Client Acceptance Testing teams using both waterfall and agile project structuresManaged testing for business and technology projectsDeveloped and executed automation strategies -
Project Administrator - Institution Investment GroupVanguard Sep 2003 - Apr 2010Malvern, PaLed technical projects centered around client on boarding or service changesDetermined best fit for client service offer Served as a technical resource to management -
Account Administrator - Institutional Investment GroupVanguard Sep 2001 - Sep 2003Malvern, PaCoordinate daily functions for several jumbo clients Oversee operational outputs for my book of businessServed as daily point of contact for client benefits office -
Service Adminstrator - Institutional Investment GroupVanguard Apr 2000 - Sep 2001Malvern, PaResolve complex transactions completed in error Monitor incoming phone calls for quality assurance and training Handled elevated client calls -
Phone Associate - Institutional Participant ServicesVanguard May 1999 - Apr 2000Malvern, PaObtained NASD Series 6 and 63 licenses Answered incoming calls from full service retirement plan participants -
Corporal, Air Wing Support SquadronUnited States Marine Forces Reserve Jan 2000 - Jun 2001Willow Grove, Pennsylvania AreaSupervise motor pool drivers and mechanicsAllocate resources and equipment Facilitate driving tests, practical and written Provide security and transportation for air showsMentor and lead Marines -
Lance Corporal, Echo Company 2/25United States Marine Forces Reserve Jun 1996 - Jan 2000Harrisburg, Pennsylvania AreaLead squad of Infantry MarinesFacilitate training classes on procedures and stratagies Participate in community programs, Toys for TotsSupervise weapons maintenance
Matthew Dewolf Education Details
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Political Science And Government
Frequently Asked Questions about Matthew Dewolf
What company does Matthew Dewolf work for?
Matthew Dewolf works for Vanguard
What is Matthew Dewolf's role at the current company?
Matthew Dewolf's current role is Retirement Education Manager at Vanguard.
What schools did Matthew Dewolf attend?
Matthew Dewolf attended Kutztown University Of Pennsylvania.
Who are Matthew Dewolf's colleagues?
Matthew Dewolf's colleagues are Chris Bonnard, Ellen Straus, Alex Gallant, Richard Iannelli, Andrew Soltes, Yevgeny Jolobovski, Sarah Logan.
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