Monica Chance, Pmp Email and Phone Number
Philadelphia, PA, US
Monica Chance, Pmp's Location
Greater Philadelphia, United States, United States
Monica Chance, Pmp's Contact Details
Monica Chance, Pmp work email
- Valid
- Valid
- Valid
- Valid
Monica Chance, Pmp personal email
n/a
About Monica Chance, Pmp
Monica Chance, Pmp is a Sales Strategist - Financial Advisor Services: Bank, Assest Managers and Insurance at Vanguard. She possess expertise in recruiting, employee benefits, human resources, series 63, crm and 7 more skills.
Monica Chance, Pmp's Current Company Details
Vanguard
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Sales Strategist - Financial Advisor Services: Bank, Assest Managers and Insurance
Philadelphia, PA, US
- Website:
- vanguard.com
- Employees:
- 25515
- Company email:
- privacy@vanguard.com
Monica Chance, Pmp Work Experience Details
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Sales Strategist - Financial Advisor Services: Bank, Assest Managers And InsuranceVanguardPhiladelphia, Pa, Us
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Senior Manager, Sales And Growth Enablement, Personal InvestorVanguard Mar 2024 - PresentValley Forge, Pa, Us
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Sales Strategist - Financial Advisor Services: Bank, Assest Managers And InsuranceVanguard Jun 2022 - Mar 2024Valley Forge, Pa, Us
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Product Manager - Financial Advisor ServicesVanguard Jul 2021 - Jun 2022Valley Forge, Pa, UsDevelop roadmap for portfolio construction product family -Deliver and maintain digital products for financial advisors
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Product Owner - Personal Advisor ServicesVanguard Sep 2020 - Jul 2021Valley Forge, Pa, UsDeveloped product recommendations and strategies for cross-product lines focused on growth and replatforming which included product health.
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Project Manager - Financial Advisor ServicesVanguard Apr 2019 - Sep 2020Valley Forge, Pa, UsManaged sales segmentation work stream which included data-driven and behavioral based segmentation initiatives. -Defined measurement strategy-Developed and executed implementation and change management plan-Partnered with key stakeholders including executive sponsors, sales, consultants, and IT development team to deliver new segmentation model
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Project Manager Corporate Strategic PrioritiesVanguard Feb 2018 - Apr 2019Valley Forge, Pa, UsManaged program level communications and program milestones for new way of working corporate initiative
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Chief Of Staff For Financial Advisor Services Broker Dealer And Client Offer GroupsVanguard Mar 2016 - Feb 2018Valley Forge, Pa, Us- Developed, managed, and executed complex strategic project plans. Worked with relevant stakeholders to determine the scope, requirements, and solutions for assigned projects and ensures integration with other projec teams. Communicated progress, issues, and solutions to senior management and business clients to obtain their input or buy-in as appropriate.- Managed key projects for the division, specifically annual business and fiscal planning intiatives. Used project management best practices to develop timelines and manage delivery and/or execution of the project with relevant status updates as needed.- Designed high level department presentations for use by leadership in various internal and external speaking engagements, such as client events and Officer meetings. Manipulated data and provides information in a user-friendly and creative format. Developed presentations on a wide variety of topics as assigned by the department.- Authored and supported the design and development of regularly scheduled quarterly department reports and executive summaries.
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Project Manager In Retail MarketingVanguard Apr 2013 - Mar 2016Valley Forge, Pa, Us- Assembled project plans and customized prescribed project workflows to meet project requirements and oversaw multiple midsized complex projects.- Led team through project plans to ensure coordinated efforts and timely delivery of project outputs.- Facilitated constructive dialogue among project team members for the success of the project.- Practiced critical thinking and applied productive questioning skills to fully understand project goals. Actively uncovered information to assist project teams in developing project outputs.- Managed time effectively and prioritized work to oversee multiple projects at once with little guidance. Assessed project complexities and ensured sufficient time was allocated to tasks.- Built strong working relationships and networks, including internal resources, and internal business clients.- Troubleshot issues and cleared obstacles to ensure project success and modified project plans to meet deadlines.
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Problem Resolution Associate - Life Events TeamVanguard Feb 2012 - Apr 2013Valley Forge, Pa, Us- Assisted beneficiaries with the distribution due to death process- Served as a single point of contact- Ensured the asset transfer met IRS and ERISA 401k regulations- Managed workflow for the team of approximately 14 team members
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Client Relationship AssociateVanguard Feb 2011 - Feb 2012Valley Forge, Pa, Us- Responded to participant and plan administrator telephone inquiries by providing account and plan information from various information systems. - Relayed fund and investment performance information. - Responded to client inquiries pertaining to certain legal, regulatory, and tax-related issues through verbal and written communication. - Identified and resolved routine participant needs and issues. - Initiated transactions for plan participants
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Personal Placement ConsultantMedstaff Inc Jun 2008 - Jan 2011Boca Raton, Florida, Us- Recruited Registered Nurses, Licensed Practical Nurses, Surgical Technologists, and Respiratory Therapists for short-term and permanent positions with healthcare facilities nationwide- Extended contract offers, negotiate hourly compensation and benefit package- Coordinated new hire paperwork such as collection of I-9 form, W4, benefits registration and required medical records- Ensured employee HR files were compliant with Medstaff, the healthcare facility, and Joint Commission on Accreditation of Healthcare Organizations (JCAHO) standards- Offered career guidance and professional development mentoring for current healthcare employees and provide "on call" emergency employee support -
Social Studies TeacherGarnet Valley School District Aug 2007 - Jun 2008Glen Mills, Pennslvania, UsDesigned and implemented technology based lessons for US History and Non-Western World Cultures for high school students grades 9-12. -
Social Studies TeacherCarroll County Public Schools Dec 2005 - Jun 2007Westminster, Md, UsDesigned and implemented technology based lessons for US History, Sociology, and Issues in America for high school students grades 9-12.
Monica Chance, Pmp Skills
Recruiting
Employee Benefits
Human Resources
Series 63
Crm
Mutual Funds
401k
Staff Development
Customer Service
Applicant Tracking Systems
Management
Business Planning
Monica Chance, Pmp Education Details
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Villanova UniversityMarketing And Strategic Management -
West Chester University Of PennsylvaniaHistory; American History
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Mcdaniel CollegeHistory/Secondary Education
Frequently Asked Questions about Monica Chance, Pmp
What company does Monica Chance, Pmp work for?
Monica Chance, Pmp works for Vanguard
What is Monica Chance, Pmp's role at the current company?
Monica Chance, Pmp's current role is Sales Strategist - Financial Advisor Services: Bank, Assest Managers and Insurance.
What is Monica Chance, Pmp's email address?
Monica Chance, Pmp's email address is mo****@****msn.com
What schools did Monica Chance, Pmp attend?
Monica Chance, Pmp attended Villanova University, West Chester University Of Pennsylvania, Mcdaniel College.
What skills is Monica Chance, Pmp known for?
Monica Chance, Pmp has skills like Recruiting, Employee Benefits, Human Resources, Series 63, Crm, Mutual Funds, 401k, Staff Development, Customer Service, Applicant Tracking Systems, Management, Business Planning.
Who are Monica Chance, Pmp's colleagues?
Monica Chance, Pmp's colleagues are Lachlan Eager, Brandon Fitts, Msba, Mba, Karthik Reddy Kusam, Derek Whitmire, Cfp®, Jason Carter, Rodrigo De Leon, Nicolae Cecan.
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