Matthew Dewolf
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Matthew Dewolf Email & Phone Number

Retirement Education Manager at Vanguard
Location: Greater Philadelphia, United States, United States 11 work roles 1 school
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Current company
Role
Retirement Education Manager
Location
Greater Philadelphia, United States, United States
Company size

Who is Matthew Dewolf? Overview

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Matthew Dewolf is listed as Retirement Education Manager at Vanguard, a company with 19280 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a matched LinkedIn profile for Matthew Dewolf.

Matthew Dewolf previously worked as Client Administration Manager - Core Market at Vanguard and Client Administration Manager - Large Market at Vanguard. Matthew Dewolf holds Bachelor Of Arts (B.A.), Political Science And Government from Kutztown University Of Pennsylvania.

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Vanguard

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Profile bio

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.

Current workplace

Matthew Dewolf's current company

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Vanguard
Vanguard
Retirement Education Manager
valley forge, pennsylvania, united states
Website
Employees
19280
AeroLeads page
11 roles

Matthew Dewolf work experience

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Retirement Education Manager

Current

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.

Jan 2022 - Present

Client Administration Manager - Core Market

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.

Sep 2016 - Jan 2018

Client Administration Manager - Large Market

Malvern, PA

Manage team of senior client relationship administrators for full service retirement plans

Jun 2015 - Sep 2016

Operations Manager - Financial Adviser Services

Scottsdale, AZ

Leading leadersProject ManagementProcess OwnershipFocused on identifying and retaining talent, increasing engagement

Dec 2012 - Jun 2015

Team Leader, Financial Adviser Services - Business Technology

Malvern, PA

Supervised Client Acceptance Testing teams using both waterfall and agile project structuresManaged testing for business and technology projectsDeveloped and executed automation strategies

Apr 2010 - Dec 2011

Project Administrator - Institution Investment Group

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

Sep 2003 - Apr 2010

Account Administrator - Institutional Investment Group

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

Sep 2001 - Sep 2003

Service Adminstrator - Institutional Investment Group

Malvern, PA

Resolve complex transactions completed in error Monitor incoming phone calls for quality assurance and training Handled elevated client calls

Apr 2000 - Sep 2001

Phone Associate - Institutional Participant Services

Malvern, PA

Obtained NASD Series 6 and 63 licenses Answered incoming calls from full service retirement plan participants

May 1999 - Apr 2000

Corporal, Air Wing Support Squadron

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

Jan 2000 - Jun 2001

Lance Corporal, Echo Company 2/25

Harrisburg, Pennsylvania Area

Lead squad of Infantry MarinesFacilitate training classes on procedures and stratagies Participate in community programs, Toys for TotsSupervise weapons maintenance

Jun 1996 - Jan 2000
Team & coworkers

Colleagues at Vanguard

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1 education record

Matthew Dewolf education

FAQ

Frequently asked questions about Matthew Dewolf

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What company does Matthew Dewolf work for?

Matthew Dewolf works for Vanguard.

What is Matthew Dewolf's role at Vanguard?

Matthew Dewolf is listed as Retirement Education Manager at Vanguard.

Where is Matthew Dewolf based?

Matthew Dewolf is based in Greater Philadelphia, United States, United States while working with Vanguard.

What companies has Matthew Dewolf worked for?

Matthew Dewolf has worked for Vanguard and United States Marine Forces Reserve.

Who are Matthew Dewolf's colleagues at Vanguard?

Matthew Dewolf's colleagues at Vanguard include Yael Kalman, Carl Cogan, Oanh Vo, Lisa Santos, and Kavish Shah.

How can I contact Matthew Dewolf?

You can use AeroLeads to view verified contact signals for Matthew Dewolf at Vanguard, including work email, phone, and LinkedIn data when available.

What schools did Matthew Dewolf attend?

Matthew Dewolf holds Bachelor Of Arts (B.A.), Political Science And Government from Kutztown University Of Pennsylvania.

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