Michael Woolley Email and Phone Number
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As Vanguard's Principal in Financial Planning and Journeys Technology, leadership is not just a role but a commitment to excellence and innovation. The transformation to cloud-native AWS has elevated our operational resilience, reduced cycle times, and cultivated a suite of groundbreaking tools like TERS, enhancing client financial strategies.Our team's collaborative spirit has been pivotal in reimplementing the entire portfolio of applications, achieving substantial improvements in deployment efficiency and system robustness. Embracing an Agile Product Team model, we've fortified the nexus between technology and Vanguard's Advice business, ensuring our actions are aligned with our mission to "To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success."
Vanguard
View- Website:
- vanguard.com
- Company email:
- privacy@vanguard.com
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Principal, Pas Advice TechnologiesVanguard May 2022 - PresentValley Forge, Pa, UsMy team owns the client facing and advisor facing capabilities that power Vanguard PAS advice offer. We are 90% done completely rewriting our entire portfolio of apps and services to be cloud native in AWS. Very exciting times! During my tenure here, deployments/team have gone up, cycle time has gone down, and resiliency has increased. We have also developed some important new capabilities like a tool called TERS that provides clients recommendations on Roth Conversions, when to take Social Security and draw down strategies. We operate in a full Product owning Team model working very closely with the Advice business that we serve.
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Principal, Risk Director - Information TechnologyVanguard Nov 2020 - May 2022Valley Forge, Pa, UsRisk Director in Vanguard's IT Risk group which is part of the recently formed Global Risk division. My team is supported Vanguard's CTO, Self-Directed Investors Technology, and Advisory Business Technology IT sub-divisions. We advised senior IT leaders on their top risks and how they can manage them. My goal was to enable the leaders to aggressively pursue their business goals while making risk smart decisions and preventing the realization of any risks that might threaten the business. We were also performing integrated risk assessments of key business processes and their supporting systems working with Risk Advisors supporting Vanguard's Retail and FAS businesses. I leveraged my years of experience managing large IT teams and large transformational IT programs. This was a very different role from any that I've held in the past.
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Principal Retail SystemsVanguard Dec 2016 - Nov 2020Valley Forge, Pa, UsLeading a 150 person IT organization in Vanguard's Retail Systems division organized into Families of Agile Product Teams- Lead $50M multi-year program to migrate all of Retail's workflows to a new cloud based BPM (Appian) platform from a legacy on-prem platform dramatically reducing average handle time and processor training time.- Lead Multi-year program to digitize all incoming paper forms using Intellidox/Docusign reducing NIGO client requests by 50%.- Used BluePrism to automate dozens of back office processes saving over 100 headcount in the back office. - Modernized and scaled numerous legacy systems and reduced on-prem footprint by rewriting them to cloud, migrating to Saas offerings, or outsourcing the entire operation.- Used sourcing partners to move 40% of development offshore to support systems and execute projects reducing overall IT development budgets.
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Principal, Global Technology Operations, Workplace Engineering And ServicesVanguard Nov 2015 - Dec 2016Valley Forge, Pa, UsSupported end user techologies for entire company including international locations including physical and virtual desktops/laptops, mobile devices and application store, meeting audio/video, email, and collaboration tools. Workplace services provided technical support in the form of walk up centers, roaming technicians and a call center. - Implemented numerous process improvements to reduce improved service and reduce headcount.
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Principal Institutional Systems, Participant Experience And Education SystemsVanguard May 2010 - Nov 2015Valley Forge, Pa, UsPartnered with Principal of Vanguard's Participant Services Call Center and Education groups to lead their Technology Portfolio. Owned and managed Vanguard's Participant Web site product family as well as supporting their Participant Education tools. Also managed the CRM (Siebel) product teams.- Implemented numerous new capabilities such as Next Best Action based on a participant's account profile and plan rules. This was a behavioral science based set of participant nudges to influence participants to save more and allocate their assets better. - Completely the Participant Education web site into a personalized experience consisting of small short financial lessons.- Delivered numerous CRM enhancements in support of all the Vanguard lines of business.
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Principal Retail SystemsVanguard Jan 2003 - Dec 2010Valley Forge, Pa, UsManaged department responsible for all data tier development across all of Retail Systems.- Worked with Enterprise data modeling team to expand Enterprise data model- Supported batch and online data tier access across Retail Systems portfolio
Michael Woolley Skills
Michael Woolley Education Details
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University Of Illinois Urbana-ChampaignElectrical Engineering -
University Of North Carolina At CharlotteComputer Science
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University Of Illinois Urbana-ChampaignComputer Engineering
Frequently Asked Questions about Michael Woolley
What company does Michael Woolley work for?
Michael Woolley works for Vanguard
What is Michael Woolley's role at the current company?
Michael Woolley's current role is Improving business outcomes leveraging the latest technology solutions.
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What schools did Michael Woolley attend?
Michael Woolley attended University Of Illinois Urbana-Champaign, University Of North Carolina At Charlotte, University Of Illinois Urbana-Champaign.
What skills is Michael Woolley known for?
Michael Woolley has skills like Business Intelligence, Management, Business Analysis, Process Improvement, Sdlc, Requirements Analysis, It Strategy, Financial Services, Software Project Management, Vendor Management, Agile Methodologies, Business Process Improvement.
Who are Michael Woolley's colleagues?
Michael Woolley's colleagues are Sunita Tripathy, Alexandria Helmlinger, Lisa Harris, Aunsh Patel, Rick Burns, Amy Mckeon, Aj Paulson.
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