Matthew Dewolf

Matthew Dewolf Email and Phone Number

Retirement Education Manager at Vanguard @ Vanguard
valley forge, pennsylvania, united states
Matthew Dewolf's Location
Greater Philadelphia, United States
About Matthew Dewolf

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.

Matthew Dewolf's Current Company Details
Vanguard

Vanguard

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Retirement Education Manager at Vanguard
valley forge, pennsylvania, united states
Website:
vanguard.com
Employees:
19280
Matthew Dewolf Work Experience Details
  • Vanguard
    Retirement Education Manager
    Vanguard Jan 2022 - Present
    Greater Philadelphia Area
    I 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.
  • Vanguard
    Client Administration Manager - Core Market
    Vanguard Sep 2016 - Jan 2018
    Malvern, Pa
    I 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.
  • Vanguard
    Client Administration Manager - Large Market
    Vanguard Jun 2015 - Sep 2016
    Malvern, Pa
    Manage team of senior client relationship administrators for full service retirement plans
  • Vanguard
    Operations Manager - Financial Adviser Services
    Vanguard Dec 2012 - Jun 2015
    Scottsdale, Az
    Leading leadersProject ManagementProcess OwnershipFocused on identifying and retaining talent, increasing engagement
  • Vanguard
    Team Leader, Financial Adviser Services - Business Technology
    Vanguard Apr 2010 - Dec 2011
    Malvern, Pa
    Supervised Client Acceptance Testing teams using both waterfall and agile project structuresManaged testing for business and technology projectsDeveloped and executed automation strategies
  • Vanguard
    Project Administrator - Institution Investment Group
    Vanguard Sep 2003 - Apr 2010
    Malvern, Pa
    Led technical projects centered around client on boarding or service changesDetermined best fit for client service offer Served as a technical resource to management
  • Vanguard
    Account Administrator - Institutional Investment Group
    Vanguard Sep 2001 - Sep 2003
    Malvern, Pa
    Coordinate daily functions for several jumbo clients Oversee operational outputs for my book of businessServed as daily point of contact for client benefits office
  • Vanguard
    Service Adminstrator - Institutional Investment Group
    Vanguard Apr 2000 - Sep 2001
    Malvern, Pa
    Resolve complex transactions completed in error Monitor incoming phone calls for quality assurance and training Handled elevated client calls
  • Vanguard
    Phone Associate - Institutional Participant Services
    Vanguard May 1999 - Apr 2000
    Malvern, Pa
    Obtained NASD Series 6 and 63 licenses Answered incoming calls from full service retirement plan participants
  • United States Marine Forces Reserve
    Corporal, Air Wing Support Squadron
    United States Marine Forces Reserve Jan 2000 - Jun 2001
    Willow Grove, Pennsylvania Area
    Supervise motor pool drivers and mechanicsAllocate resources and equipment Facilitate driving tests, practical and written Provide security and transportation for air showsMentor and lead Marines
  • United States Marine Forces Reserve
    Lance Corporal, Echo Company 2/25
    United States Marine Forces Reserve Jun 1996 - Jan 2000
    Harrisburg, Pennsylvania Area
    Lead squad of Infantry MarinesFacilitate training classes on procedures and stratagies Participate in community programs, Toys for TotsSupervise weapons maintenance

Matthew Dewolf Education Details

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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