Todd Keeley Email & Phone Number

Responsible for Genesis Call Flows & Components.

Malvern, Pennsylvania

Lead and consults on the planning and execution of strategic automation and digitation improvements to reduce Retail call volumes by 10%.Utilizes experimentation, problem solving, and process analysis methods to propose process improvements and product enhancements that align with business and product strategic objectives.Monitors, tracks, and measures.

Malvern, Pennsylvania, United States

Leads and consults on the planning and execution of ongoing and strategic investment projects as part of a product or platform road-map, with guidance from senior leaders. Utilizes experimentation, problem solving, and process analysis methods to propose process improvements and product enhancements that align with business and product strategic objectives.

Malvern, Pennsylvania

Led various strategic and tactical projects to elevate new, or enhance existing, technologies to avoid or reduce costs, increase value, and increase efficiencies for employees and clients. Managed the relationship between IT, vendors, and the business to identify and prioritize critical,issues and enhancements affecting clients and crew. After elevation, I.

Malvern, PA

Managed vendor relationships to provide superior service to both internal and external clients. Communicated regularly with multiple top-tier vendors to address any issues or concerns to minimize Vanguard’s risk exposure and enable the delivery of high quality client service. Supported contract negotiations by serving as the vendor expert, ensuring.

Malvern, PA

Responsible for creating, growing, and supervising a new mutual fund billing and vendor invoice reconciliation team. Developed policies and procedures for reviewing and reconciling mutual fund payments and vendor invoices. Oversaw the day-to-day operations for the Billing and Reconciliation team. Ensured all invoices and/or payments were processed.

Malvern, PA

Responsible for a book of mutual fund family clients. Acted in a leadership role in contract and pricing negotiations with fund family on behalf of Vanguard. Provided business expertise to Legal, Compliance, and Procurement departments in finalizing contracts with the fund family and generating optimal revenue for Vanguard. Evaluated qualitative aspects.

Malvern, PA

Researched various trade issues occurring in client accounts. Collected all data relating to the issues including retrieving recorded calls, looking up time and sales of security, and calling client. Communicated effectively with exchanges, outside trading firms, and clearing resources to investigate, research, and resolve trade issues. Utilized research.

Malvern, PA

Assisted HNW traders by being a resource for their complex trade related questions. Regularly monitored trader’s phone calls to ensure all aspects of the conversation were handled accurately, effectively, and with proper etiquette. Responsible for handling elevated clients in a timely, professional manner. Took ownership of the elevated issue by showing.

Malvern, PA

Responded promptly, professionally, and accurately to incoming client calls and inquiries from Vanguard institutional clients regarding the placing, status, and execution of equity, option, and mutual fund orders.Acted as the primary point of contact for the Institutional client relationships for all Vanguard associates. The relationships include Vanguard.

Malvern, PA

Developed and maintained current knowledge of Vanguard funds, Vanguard services, and market factors.Kept up to date on technical and legal aspects of retirement accounts and non-retirement accounts. Responded promptly and accurately to client inquiries regarding accounts, funds, and services.

Mba, General Business, 3.852

I obtained a Masters in Business Administration in General Business

Bsba, Finance