■ Actively manages complex, ambiguous projects or workstreams. Develops, implements, and monitors project plans and timelines. Proactively identifies, manages and mitigates risks, looking ahead and anticipating potential barriers or issues and providing potential solutions■ Works with product owner and management to define and prioritize outcomes. Identifies trade-offs between short-and-long term benefits to drive shared vision between the team and product owner and influence key decisions across stakeholders■ Encourages a continuous learning environment to strengthen the team's understanding of Agile/Scrum concepts and principles■ Leads daily scrum meetings, maintains backlog, and communicates project status and issues regularly to stakeholders, including leaders, team members, and senior managers

■ Research, evaluate and define strategy to bring Marketing technology into Vanguard■ Led a cross-functional team to conduct a proof of concept of Adobe Target for Retail Marketing applying an enterprise lens on the evaluation○ Coordinated all aspects of the team including planning, access management, legal and risk reviews, vendor management, and the consultant relationship○ Embraced the latest Office365 technology (e.g. Teams, Stream, SharePoint, Power Automate) to ensure all artifacts were organized and accessible to stakeholders○ Developed a comprehensive presentation summarizing both marketing and technical information while highlighting key observations to inform a procurement decision■ Partnered with IT to develop a strategy and implementation plan to onboard Adobe Target into Vanguard ensuring the technical approach supports business objectives■ Consulted with Financial Advisory Services, Retail, and IIG Marketing groups to provide Adobe Target product education, define requirements, identify dependencies and/or technical constraints and understand the alignment of use cases to their OKRs

■ Deliver technology to empower advisors and analysts with real-time Matlab®, Morningstar® and MSCI Barra® powered analytics, contributing to retained/acquired assets■ Serve as a liaison between Defined Contribution Advisory Services / Vanguard Institutional Advisory Services, IT teams and vendors to ensure successful releases of Vanguard Glide Path Solutions™ and Vanguard Portfolio Construction Solutions™, sophisticated target-date fund and portfolio modeling applications for plan sponsors■ Facilitated development and integration of MSCI's Barra® Factor Analytics into Vanguard Portfolio Construction Solutions■ Led OpinionLab and Tealeaf implementation across 3 investment tools, enabling voice of client process■ Work with project sponsors to define prioritization, outcome alignment and discuss tradeoffs■ Define business capabilities and requirements for IT development■ Manage product backlog to ensure shovel-ready work for IT■ Ensure adequate testing coverage to give confidence in software quality

■ Increased client self-service reporting by over 30% on new plan sponsor website with delivery of 125 data points in cutting-edge real-time reporting tool■ Managed $4M budget over 2 years ensuring highest value scope remained priority throughout development life cycle■ Contributed to doubled website Net Promoter Score with delivery of reporting tool■ Delivered robust plan-level reporting data feature, 3rd most used area of My Plan Manager■ Oversaw Adobe Analytics implementation across 10 development teams/170 pages and designed a robust dashboard providing business partners critical insight into client behavior■ Interpreted web analytics data into stories with actionable takeaways for senior leadership, created visuals for executive level program readout■ Designed and implemented SharePoint site to manage program’s key processes: Voice of Client database for trending/support, data governance repository to document website’s data needs, change management library, and usability testing / user research areas

■ Revamped and modernized messaging platform to increase communication efficiency and deliver highest value Voice of Client requested features■ Developed comprehensive website feedback database to trend feedback across several channels, allowing team to use data to drive decisions for future enhancements■ Led competitive/market intelligence research to identify features to differentiate Vanguard’s Plan Sponsor website

■ Created new business reporting visualizations to facilitate transaction volumes oversight and highlight bottlenecks in process■ Managed transaction volumes and coordinated resource assignment strategy daily