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Thank you for taking time to visit my LinkedIn page. I am an experienced leader in the financial services industry currently responsible for the planning, delivery and management of high quality web sites and mobile applications for financial professionals.I previously initiated and led numerous improvement efforts as a Six Sigma black belt in Vanguard’s Center for Excellence. Many of these projects utilized the principles of Process Excellence, Lean and DMAIC to reduce costs, mitigate risks or capitalize on new opportunities. In addition to project work, I coached other project managers and served as a facilitator for classroom based training.My background is in defined contribution recordkeeping and administration. I achieved ten years of successively increasing responsibility in the client service and recordkeeping administration of retirement plans for regional, national, and Fortune 500 clients.Specialties: Web/app development planning and project management, process analysis, data analysis, dashboard creation, client service, coaching and mentoring
Vanguard
View- Website:
- vanguard.com
- Employees:
- 25515
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Digital Product Manager - Financial Advisor ServicesVanguardPhoenixville, Pa, Us
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Digital Product Owner - Financial Advisor ServicesThe Vanguard Group Dec 2011 - PresentMalvern, PaBusiness technology development for Financial Advisors Services. Manage relationships with partners across the marketing, UX design, client insight sales, IT, legal and compliance teams.Currently developing a mobile CRM solution for Financial Advisor Services sales executives. Employed a holistic approach to design solutions centered around the sales process. The solution allows sales executives identify high value opportunities in a given geographic area, and engage with clients with consistent sales message. Responsible for: - Developing strategy and implementation plans for mobile and web based technology solutions - Validate strategy though competitive and comparative assessments - Leveraging design thinking approach to create user centered experience - Prioritize capabilities to maximize return on investment - Ensure tracking of budget forecast and spend - Support IT Agile and Kanban development processes as a Product Owner
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Six Sigma Black BeltThe Vanguard Group May 2006 - Dec 2011Completed six sigma training program through which I received black belt certification and worked various six sigma initiatives including, operational excellence, process improvement, and process design projects.After completion of training assumed role of six sigma quality manager for the Financial Advisors Services business operations.Responsible for: - Implementation of corporate six sigma program called Vanguard Unmatchable Excellence (VUE) - Documenting business process model and identifying process owners - Engaging process owners to understand process capability and establish business metrics - Analyzing business metrics for trends and defects - Identifying and prioritizing process improvement opportunities - Leading and consulting on process improvement efforts - Ensuring line of sight from process metrics to business goals and corporate dashboards
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Service ManagerThe Vanguard Group Apr 2004 - May 2006Malvern, PaManaged a team responsible for the support of services for the Institutional Retirement Plans Services divsision.
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Project ManagerThe Vanguard Group May 2000 - Apr 2004Managed a team of Project Leaders responsible for managing cross-functional teams in the implementation and enhancement of services for clients in the Institutional Retirement Plan Services divisions.
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Conversion Project Leader - Implementation ServicesThe Vanguard Group Oct 1997 - Sep 2000Malvern, PaLeading cross-functional teams in the conversion to Defined Contribution Retirement Plan administration services for Institutional Retirement Plan Services division.
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Benefits Administrator - Defined Contribution RecordkeepingMercantile Safe Deposit & Trust Co. Mar 1996 - Oct 1997Baltimore, Maryland AreaClient relationship administration of 401(k) retirement plans for over 20 regional companies. Responsible for transaction processing, statements distribution, daily trade reconciliation, daily valuation, and new client conversion.
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Benefits AdministratorAdp Jan 1995 - Mar 1996Greater New York City AreaClient relationship administration of 401(k) retirement plans for 15 national companies. Responsible for transaction processing, statements distribution, daily trade reconciliation, daily valuation, and new client conversion.
Stephen Drewes Skills
Stephen Drewes Education Details
Frequently Asked Questions about Stephen Drewes
What company does Stephen Drewes work for?
Stephen Drewes works for Vanguard
What is Stephen Drewes's role at the current company?
Stephen Drewes's current role is Digital Product Manager - Financial Advisor Services.
What is Stephen Drewes's email address?
Stephen Drewes's email address is st****@****ard.com
What is Stephen Drewes's direct phone number?
Stephen Drewes's direct phone number is +161063*****
What schools did Stephen Drewes attend?
Stephen Drewes attended Indiana University Of Pennsylvania.
What skills is Stephen Drewes known for?
Stephen Drewes has skills like Process Improvement, Six Sigma, Project Management, Leadership, Operational Excellence, Cross Functional Team Leadership.
Who are Stephen Drewes's colleagues?
Stephen Drewes's colleagues are Noelle Hallman, Frank Morrell, Jeff Langford, Kendra A. Lux, Jeff Rowles, Cfa, Mike King, Duyen Nguyen.
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