Steve Wright Email and Phone Number
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In my undergraduate career, I have earned my Bachelor's Degrees in both Business Management and Finance. I've have worked in some diverse environments: from basic retail, to managing a department, to quality control, and now working in finance, I have quickly met and exceeded each challenge these jobs have thrown my way. These efforts have not gone unnoticed as I have received many awards through my working history. Most recently, I worked for Vanguard as an Senior Workforce Analyst within the Strategic Support group, which required me to be both Series 7 and 63 licensed. I worked with internal business partners to create, communicate, and execute on our week ahead plan, made intra-day changes as needed, created various reports to help management get a clearer picture of the current state of the business, and work on ad-hoc projects. Previously, at Vanguard, I worked as an Account Transition Specialist, where I helped current and prospective clients with moving accounts to Vanguard. I also worked as a Retirement Plan Specialist, where I answered participants’ phone inquiries about their retirement plans that pertain to subjects such as: loans, withdrawals, contributions, fund inquires, and regulatory and tax questions. Throughout my time at Vanguard, I have led and assisted in multiple training sessions and projects in order to help increase the efficiency and understanding of some of our daily responsibilities. Outside of work and school I try to keep myself as well rounded as possible and strive to never stop learning. I enjoy reading about investing, business, astronomy, and history and I have taught myself how to play golf and invest in the stock market. I am currently teaching myself how to play guitar. I am also an avid football and hockey fan.My experience in school and work has taught me to adapt and learn in a multitude of settings. I cannot wait to be presented with the right opportunity so I can help lead a company, as well as myself, forward.
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Senior Analyst - Integration And EnablementTdBarrie, On, Ca -
Senior Analyst - Integration & EnablementTd Dec 2024 - PresentToronto, Ontario, Canada -
Forecast AnalystTd Dec 2019 - Dec 2024Toronto, Canada Area• Create intermediate and long-term forecasts for hiring, shrinkage, and general FTE management for a contact center of 1900 employees • Coordinate with leadership, Learning & Development, and Recruiting teams to create hiring plans• Analyze forecast performance over time to understand trends and implement adjustments on a monthly basis to achieve business unit and senior leadership’s goals• Identify data discrepancies and coordinate with the team to resolve data quality issues• Provide objective and analytical insights on business performance and strategic initiatives based on understanding of business unit challenges and market trends -
PodcasterTrust Your Board Podcast Aug 2019 - PresentThe "Trust Your Board" podcast is a fantasy football podcast with a focus on walking through mock drafts and explaining our thought process throughout the draft.
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Senior Workforce AnalystVanguard Feb 2017 - Oct 2018Malvern, Pa• Led the creation, communication, and execution of the weekly personnel capacity planning process for a business unit call center of 600 employees• Worked with internal business partners to provide contextual background/insights into future week's forecast• Consulted for internal business partners regarding operational recommendations surrounding scheduling, call routing, appointment availability, and PTO usage resulting in achieving an average service level of 93%• Served as the Scheduling, Call Routing, and Service Level expert on the Operational Excellence team, providing input to improve service levels by 20% during low staffed periods and scheduling employee activities to increase engagement without sacrificing service levels• Managed daily operations by assessing operational drivers and outcomes, including intraday service levels, staffing, calls offered, abandonment rates, and callouts to achieve improved service levels• Implemented flexible operational strategies in low personnel capacity situations resulting in maintenance of high service levels• Consulted with internal business partners when needed to make daily/intra-daily decisions, creating an environment of quick intra-day pivots to increase a surprisingly low service level or take advantage of a high service level• Initiated, developed, and implemented improvements to workflows and processes, such as making a change to call routing that increased service levels by 30% and reduced the abandonment rate from 5% to < 1%• Developed contingency plans for special events, such as winter storms, that led to zero scheduled client appointments being missed for the duration of my tenure• Worked on medium and large projects impacting 2,000 employees• Ad-hoc Reporting -
Account Transition Specialist, Innovation TeamVanguard Oct 2015 - Feb 2017Malvern, Pa• Helped current and prospective clients with asset transfers and rollovers. Assisted them with filling out required forms. Contacted other institutions as needed. Consistently in the top 10 for the department in conversion rate, which on average was 90%• Partnered with our Resolution and Processing teams to expeditiously resolve complex asset transfer issues. Acted as a liaison between business partners and clients during the asset transition process• Managed and progressed a book of clients ranging between 70-100 clients at a time. Prioritized and managed interactions, classifying clients based on complexity of request and client need• Pitched, critiqued, and voted on innovative ideas at quarterly meetings that focused on increasing sales leads, efficiency, and conversion rates• Tested experimental ideas, such as software and process changes• Led multiple training sessions and reviewed/edited official training materials• Acted as a official mentor for new associates• Created a training job aid to assist associates with submitting an internal rollover, which has enhanced the relationship between the asset transition and institutional teams -
Client Relationship AssociateVanguard Jan 2014 - Oct 2015Malvern, Pa• Answered participants’ phone inquiries about their retirement plans that pertained to subjects such as: loans, withdrawals, contributions, fund inquires, and regulatory and tax questions• Acted as the plan liaison between my team and the team that maintained employer plans• Took charge of security for my team. Made bi-weekly desk checks to verify that the team is in compliance with Vanguard policy. Also communicated and distributed security related material to the team • Increased efficiencies in the department by creating a newsletter that covered trends the Problem Resolution team was experiencing on a monthly basis• Created a spreadsheet that allowed the team to easily track their metrics. This allowed them to more effectively monitor their progress -
Quality Control Lab TechnicianCustom Building Products May 2012 - Dec 2013Logan Township, Nj• Put products through various tests, such as: color, density, solids, ph, and viscosity, to ensure it meets the company's quality standards. If not, made adjustments to the product.• Helped test and make recommendations for experimental batches.• Analyzed past and current information to identify current trends and help make adjustments based on these trends. -
Customer Service RepresentativePennsville News Shop Aug 2010 - May 2012Pennsville, New Jersey• As a customer service representative for Pennsville News Shop my main responsibilities concerned running the cash register and lottery register, as well as general customer service. • Processed bill payments and UPS packages for customers.• Kept count of and ordered inventory for the store. -
Photo SpecialistWalgreens Mar 2006 - Jun 2010Pennsville, Nj• Assisted customers with submitting their pictures and would then process the pictures, making color and cropping edits as needed. These customers and their orders would be entered into our customer database, which I was in charge of maintaining. • Handled inventory counting and ordering for the photo department and the electronic aisle. • Worked on all marketing and promotional events, including: christmas, easter, halloween, and pet photo shoots.
Steve Wright Skills
Steve Wright Education Details
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Wilmington UniversityFinance, General -
Wilmington UniversityBusiness Administration And Management, General -
Business Administration And Management, General
Frequently Asked Questions about Steve Wright
What company does Steve Wright work for?
Steve Wright works for Td
What is Steve Wright's role at the current company?
Steve Wright's current role is Senior Analyst - Integration and Enablement.
What is Steve Wright's email address?
Steve Wright's email address is mk****@****hoo.com
What is Steve Wright's direct phone number?
Steve Wright's direct phone number is (212) 273*****
What schools did Steve Wright attend?
Steve Wright attended Wilmington University, Wilmington University, Salem Community College.
What are some of Steve Wright's interests?
Steve Wright has interest in Football, Investing, Learning, Reading, Hockey, Astronomy, History.
What skills is Steve Wright known for?
Steve Wright has skills like Microsoft Excel, Customer Service, Management, Teamwork, Training, Quality Control, Microsoft Word, Powerpoint, Access, Inventory Management, Organizing Promotional Events, Inventory Control.
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1utoronto.ca
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Steve Wright
Investment Advisor At Bmo Nesbitt Burns - Providing Simple, Tax Efficient Growth And Preservation Of WealthVancouver, Bc1bmo.com -
Steve Wright
Oakville, On4second-foundation.com, bdo.ca, gmail.com, endeavoursolutions.ca
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