Tim Toomey Email and Phone Number

Scrum Master/Project Manager of the Custom Data Exchange Team.

Business Technology Group

Plan Sponsor TechnologyManage the creation and maintenance of standard and custom built data interfaces for some of our largest institutional clients. Oversee the implementation of these interfaces by negotiating specifications and requirements to build custom programming solutions, customizing and executing rigorous testing regimens to ensure quality, and acting as a subject matter expert regarding standard and custom data transmissions.

Data Lead - Implementation ServicesFacilitated the conversion of defined contribution institutional retirement plans into and out of Vanguard during plan acquisitions and divestitures. Specifically, programmed and converted prior record keeper's participant demographic and transactional data.Oversaw the testing and implementation of new service enhancements within retirements plans. Acted as a technical resource to clients and client administration teams during and after projects.

Maintained several defined contribution, defined benefit, and non qualified plans participant and client relationships by resolving day to day participant issues. Responsible for a book of business of several multi-billion dollar institutional clients. Responded to plan participants formal and informal inquiries. Educated and informed participants regarding the workings of their respective retirement plans.Oversaw and was responsible for plan specific training and assisted with new hire defined benefit training. Acted as a departmental representative and subject matter expert in problem resolution and participant communication.

Maintained several defined contribution and defined benefit participant and client relationships by resolving day to day participant issues. Responsible for a book of business of billion dollar institutional clients.

Obtained Series 6 and 63 licenses. Assisted retirement plan participants by answering questions pertaining to both defined contribution and defined benefit plans.

Assisted in organizing an Information Technology Symposium. Held in New Orleans, LA. on August 8-11, 2005.