Meredith Bartles Email & Phone Number

West Sacramento, California, United States

- Manage, research and develop legislative and regulatory proposals and analyses, Teachers' Retirement Board items, issue papers and other reports on complex pension plan design issues- Analyze data and explore alternative solutions to critically assess the impact of legislative and regulatory proposals, state and federal legislation, initiatives and regulations- Consult with the Legislature, state agencies, stakeholders, and internal staff on plan design issues and in the preparation of legislative and regulatory proposals, analyses and proposed amendments- Coordinate the activities of the Legislative Analysis Team to facilitate an open exchange of knowledge across CalSTRS to ensure all proposals and legislation are comprehensively analyzed- Oversee implementation of legislation, regulations and other legal compliance issues by identifying key considerations and plans for implementation, confirming closeout reports are completed and reporting on the status of implementation efforts to executive staff

Sacramento, California

Sacramento, Ca

- Build compliance tools and frameworks to advise about program area compliance control activities in partnership with program management. - Conduct targeted program reviews to assess and resolve compliance findings.- Collaborate with Enterprise Risk Management and program compliance liaisons to track and resolve potential internal control and compliance issues.- Coordinate the Compliance and Risk Liaison Workgroup that is responsible for implementing embedded compliance teams within program areas.

Malvern, Pa

- Performed and monitored key internal controls and evaluated control effectiveness for Vanguard's Recordkeeping Services division. Personally reviewed approximately 180 transactions and processes per month.- Thoroughly documented monitor findings and reported them to management teams across Recordkeeping Services. Worked with processors to correct items found to be out of compliance.- Provided recommendations to management to increase internal control effectiveness.- Participated in the Trust Oversight Crew Enrichment Team, through which I led the initiative to create a formal onboarding and training plan.

Malvern, Pa

- Responded to participant phone inquiries regarding their Defined Contribution (DC) and Defined Benefit (DB) retirement accounts.- Performed transactions for specialized plan services including the Vanguard Brokerage Option, the Vanguard Managed Account Program and advice services including Ask a CFP and the Vanguard Finanacial Plan.- Identified, documented and followed up on participant issues related to both DC and DB plans by using various software and database tools.- Represented my peers on the Participant Services Professional Development Council where I interacted with various levels of management to convey the career development ideas and concerns of my peers and to organize career development events and presentations.- Contributed as a VUE Ambassador for Participant Services where I researched proposals for process improvements submitted by my peers and collaborated with contacts both internal and external to my department to implement those changes.

Washington D.C. Metro Area

- Coducted research and analysis on financial services policy issues including effectiveness of disclosure practices for prepaid cards and checking accounts, state and federal payroll card legislation, and various regulations. - Assisted in writing, editing, and graphically presenting data for a research paper on prepaid card fee disclosure.- Wrote proposals to present CFSI’s research at relevant conferences.

Washington D.C. Metro Area

- Analyzed data and created research reports on home and small business lending using CRA Wiz, the American Community Survey, and Microsoft Excel. - Reviewed Community Reinvestment Act exams to create summary reports on Lending and Community Development test components.

Washington D.C. Metro Area

- Conducted research on topics in regional economic development including business incubators, collaboration between workforce development and economic development organizations, and the relationship between race and unemployment. - Created annotated bibliographies, charts, and graphs to be used for research articles.- Edited articles to be submitted for publishing for correct citation formatting.- Aided Dr. Harper-Anderson in class preparations for three graduate level economics and statistics courses.

Lancaster, Pennsylvania Area

- Created and implemented business development plans for Berks County and Chester County regional offices.- Analyzed small business and personal financial statements and participated in underwriting loans for small businesses and nonprofit organizations.- Conducted a risk-rating review for the entire loan portfolio (personally rated approximately 50 loans).- Developed a questionnaire and list of clients to be used for the annual client survey.

Washington D.C. Metro Area

- Produced reports based on data for performance measurement, budget activities, and time and workload reporting.- Participated in ad hoc projects including creating a new Excel template for tracking distribution center activity for the Deputy Chief Counsel of Operations and compiling Microsoft PowerPoint presentations for the Director of Planning and Finance.

M.P.A, Public Administration

Activities and Societies: Pi Alpha Alpha National Honors Society for Public Affairs and Administration

Study Abroad/Political Science

B.A., Political Science

Activities and Societies: THON