Thomas Ditzler Email & Phone Number

Greater Philadelphia

- Develops a deep knowledge of data sets for a given business area, data storage systems, and the operational processes being supported. Serves as the point of contact for data inquiries. - Provides oversight of operational activities and reviews data flows across systems for accuracy and completeness. Performs root cause analyses of data errors. Identifies opportunities to eliminate future occurrences and recommends short and long-term solutions for issues. Provides advanced troubleshooting and problem resolution. - Recommends changes that will enhance work-flows and procedures. Integrates new or existing technologies into work-flows and communicates to all team members. Analyzes impacts and prepares environment for change. - Works with internal partners to define data requirements, develop project specifications, and execute data projects to ensure that the expected outputs are delivered. Provides validation and approval of project deliverables. - Works with internal and external partners, external vendors, and industry contacts to enable best-in-class data management practices. Supports the research and development of new business products and services.- Participates in special projects and performs other duties as assigned.

Greater Philadelphia Area

-Leads and executes analytic projects to identify and develop key business intelligence metrics. Consults with business units to understand their business intelligence needs. Ensures that the business leaders have the "right" metrics to inform key decisions and actions.-Interprets and analyzes appropriate data sources, of high complexity, for a given project using standard and advanced research/analytical techniques, with particular emphasis on: identifying and documenting commonly-accepted best research practices, benchmarking state-of-art data sources, suppliers and research practices, and collaborating across Vanguard and with industry groups on data availability and/or requirements.-Uses expert knowledge of data visualization tools, data, and business needs to deliver data in a way that enables business users to quickly understand state of the business, form action plans, and ask better questions.-Actively develops analytics community at Vanguard through coaching and training business intelligence analysts across Vanguard. Participates and presents during scheduled analytics community seminars/events. Makes self available to answer questions and connect analytics community members together.-Helps define enterprise data and technology needs and solutions for to support business intelligence and analytics communities at Vanguard. Brings knowledge of internal and external best practices to inform solutions.-Maintains flexibility in meeting deadlines and expectations in the face of shifting priorities.-Clearly communicates ideas and solutions to CAI, IT, and business sponsors.-Helps define and refine process and framework needed to identify needs.-Develops strong collaborative relationships across Vanguard.-Participates in special projects and performs other duties as assigned.

Greater Philadelphia Area

Works with the Global Investment Operations business to provide it with customized analytics and quantitative support. Also serves as the front door for Investment Operations from a vendor engagement perspective.Duties and Responsibilities:1. Provides quantitative support to the Investment Operations chief of staff in his/her development of ad-hoc management reporting for the senior leadership team in Investment Operations and FFS.2. Supports the business planning process by providing quantitative and analytical support to the business, the Investment Operations Product Owner team and Financial Planning & Analysis to contribute to the development of a comprehensive business plan.3. Addresses ad-hoc requests from the business for quantitative support in connection with answering business questions and/or solving business problems.4. Serves as the front door to Investment Operations from a vendor engagement perspective. Screens vendors to determine whether or not their products and services are applicable to the Investment Operations business and/or to FFS overall.5. Participates in industry operational discussions along with the BMO manager. Summarizes key information and makes recommendations, as appropriate.6. Collaborates with the BMO Manager to drive the development of the strategic vision for business intelligence in Investment Operations (i.e. people, process, technology, data).7. Participates in special projects and performs other duties as assigned.

Greater Philadelphia Area

1. Maintains ownership for all fund level tasks ensuring all daily domestic, international, and balanced security transactions are processed and reconciled in a timely manner in support of daily valuation and financial reporting. Performs the daily oversight functions of the unit as measured by applicable dashboards. Performs comprehensive analysis of all fund components to ensure accurate trade settlement and reconciliation utilizing various control reports. Independently completes testing, monitoring and reporting for funds' SEC, IRS and Prospectus compliance. Completes daily oversight functions of the unit as measured by applicable dashboards.2. Completes comprehensive impact analysis of issues and recommends solutions. Communicates issues to functional units to resolve root cause. Independently resolves problems and exercises judgment in elevating material issues. Recognizes opportunities and recommends process improvements to gain efficiencies and ensure quality. 3. Works to maintain a comprehensive conceptual understanding of the funds as assigned.4. Creates and maintains comprehensive documentation of all current procedures.5. Adheres to various control standards to ensure compliance with all policies and procedures.6. Establishes and maintains effective working relationships with both internal and external clients and business partners that includes QEG, external advisors, brokers, and custodian banks. Proactively fosters effective communication. Anticipates clients' needs and ensures clients' satisfaction related to the services being provided.7. Serves as a resource to the department and willingly shares expertise. Provides assistance and training support for new Crew as needed. Is cross-trained and able to provide coverage as needed.8. Maintains unit's dashboards to support Vanguard's Unmatchable Excellence (VUE) efforts. Initiates and participates in VUE Project Improvement Teams. Understands and mitigates unit's business risks.

Malvern, Pa

- Provide daily support to enterprise consumers of investment related data. Manages ad-hoc inquires and mediates all exceptions resulting from data requests.- Collaborates with IT and internal business partners to identify complex process and data solutions to meet business objectives. Partners with IT to recommend, prioritize and implement operational solutions.- Partners with IT and internal business partners to research and resolve data service outages or disruptions. Effectively communicates with all business partners to address root cause and remediation activities.- Monitors and performs data validations deemed critical to enterprise data consumers. Researches and analyzes data exceptions with external/internal data suppliers. Maintains system and business controls to ensure data integrity and approved data distribution to the enterprise.- Supports quarterly elevations by managing Client Acceptance Testing and Regression testing efforts for enterprise data consumers.- Perform root causes analysis of data errors and provide short-term and long-term solutions for issues, elevating issues when appropriate.- Maintains a comprehensive conceptual understanding of investment data across all asset types such as fixed income, equities, derivatives, etc.- Establishes and maintains effective working relationships with internal clients and business partners that includes FIG, QEG, Fund Financial Services, Fund Information Services, Portfolio Review Department, International, etc. Builds strategic client relationships and is able to anticipate clients' needs ensuring client satisfaction related to data services.- Creates and maintains comprehensive documentation of all current procedures.- Analyzes metrics ensuring accuracy and timeliness requirements are met for the data generated/gathered for the dashboard. Identifies trends and makes recommendations for continued improvement.- Participates in special initiatives and performs other duties as assigned.

Malvern, Pa

-Interpret and process transactions in all areas of VBS asset transfers, new accounts, and account maintenance.-Develop, process, and maintain a complete understanding of AWD, WAVE, and BETA. -Provides details to internal and external clients on Vanguard and Non-Vanguard funds (class, type, load, marginability, minimums, and transaction details).-Guides internal and external clients through completing various forms (i.e., new account applications, corporate resolution, limited agent authorization, margin and option agreements, account transfer forms, stock powers, transfer of shares to new owners form, etc.).-Utilizes telephone skills and knowledge of VBS policies and procedures to communicate and problem solve with internal and external clients. -Develop and maintain strong working relationships with VBS' internal and external partners.-Identify team work flow related issues that could affect the level of service provided to our clients. Propose recommended ad solutions to issues that arise.-Provide training and support to other associates once new members are hired in the unit.-Participate in team VUE efforts, in company-wide VUE projects, and Metrics in Motion as needed. Handle special projects and perform other duties as assigned.-Soon to be Series 6, 63 licensed as Financial Representative.

Wayne, Pa

• Builds and maintains understanding of the systems, approved IRS cost basis accounting methods and CBA procedures• Understands the impact of corporate actions, dividend payments, interest payments and adjustments on cost basis• Responds to cost basis inquiries of internal and external clients in an accurate and timely manner• Partners with AMS, Flagship, Retail Services and VBS to correctly execute complex equity cost basis calculations• Performs audits of statements to ensure information accuracy, elevating inconsistencies to management for investigation and resolution• Identifies and analyzes issues in order to make suggestions for resolution through action steps• Works in unison with external technology partners to ensure that system issues are resolved quickly and accurately by participating in special projects to document system trends in order to initiate future enhancements

Wayne, Pa

• Processes monetary check sort and transactions include new accounts, additional purchases, post proceeds and basic correspondence through Vanguard’s systems• Processes clerical transactions include maintenance, fund express/options, address changes, beneficiaries and basic correspondence • Reviews transactions for accuracy, completeness, and adherence to all internal and external regulations• Communicates verbally through incoming and outgoing calls with clients/banks to obtain information to complete client requests in a timely manner• Complies with all Securities and Exchange Commission (SEC) and Vanguard internal policies regarding client contact

• Handle materialized, non-materialized, and corporate service requisitions from all of the Goodyear plants globally using SAP and Ariba Supply Chain Management Software• Competitively bid quotes to specific vendors based on compliance, negotiate costs and delivery requirements from quotes, and then creating purchase orders to the correct vendors focusing specifically on savings and efficiency• Effectively manage tickets on the Customer Relationship Management system by communicating with vendors and end users to resolve daily issues within a certain deadline• Demonstrate routine delivery of sourcing services that meet and exceed savings goals and Service Level Agreement standards.

Handled all deli departmental responsibilities — cooking, food prep and set up, customer service, and clean-up

• Assisted with accounts payable/accounts receivable operations as well as bank reconciliations using Quickbooks • Recorded, identified, and summarized various financial transactions and events using generally accepted accounting principles• Compiled financial information and assisted in preparation of monthly reports for Board of Directors’ meetings• Set up record-keeping excel spreadsheets for clothing donation programs and contact data for other United Ways across PA

Served food and drink at University events for honored guests, alumni, and the publicAssisted with set-up prior to, and clean-up after, events

Complete shift responsibilities — food preparation, customer service, phone orders, clean-up

Served on home renovation crewCleaned up inner city parks and churchesDistributed supplies at homeless shelters and food banks

Escorted patients and transported medical equipmentOrganized patient files and scheduled appointments

Master Of Business Administration (Mba), Finance, General

Certificate, Accounting

Certificate of accountancy completed

Bachelor Of Science, Major: Finance; Minor: Economics

Activities and Societies: Cum Laude Honors; Member, Omicron Delta Epsilon (International Honor Society in Economics) and Pi Gamma Mu.