• Lead complex, corporate-wide fund events across organizational boundaries to ensure successful implementation of fund mergers, liquidations, and first-time events including registrant changes and custom fund mergers• Partner with FAS Fund Events IT to test and certify changes related to fund events• Collaborate with FAS Technology to define requirements, develop/implement code, and conduct thorough testing to ensure FAS systems can support project objectives without introducing risk… Show more • Lead complex, corporate-wide fund events across organizational boundaries to ensure successful implementation of fund mergers, liquidations, and first-time events including registrant changes and custom fund mergers• Partner with FAS Fund Events IT to test and certify changes related to fund events• Collaborate with FAS Technology to define requirements, develop/implement code, and conduct thorough testing to ensure FAS systems can support project objectives without introducing risk and jeopardizing client experience• Maintain client focus throughout project cycle by soliciting feedback from Relationship Managers and Sales Executives• Advocate for FAS and its clients during meetings with business partners• Discuss high-risk changes with Portfolio Review Department and provide justification to changes in scope and timelines for projects• Facilitate Operational Readiness Meetings with FAS Leadership Teams to provide awareness and highlight impacts around resource planning• Provide feedback to Portfolio Review Department for future events that are in research• Optimize work processes by leading four continuous improvement projects accounting for approximately $40k in annual savings• Upskill team members and educate business partners on FAS processes and fund event impacts• Provide Fund Events performance metrics to FAS Leadership Show less

• Manage operational tasks for custom fund launches and closures• Maintain project plans for active projects to ensure business partners are informed and deadlines are met• Communicate money movement details to impacted stakeholders• Analyze efficiency of current processes/workflows to identify opportunities for enhanced controls, risk mitigation, and ongoing oversight• Maintain effective working relationship with management and business partners• Educate crew and management… Show more • Manage operational tasks for custom fund launches and closures• Maintain project plans for active projects to ensure business partners are informed and deadlines are met• Communicate money movement details to impacted stakeholders• Analyze efficiency of current processes/workflows to identify opportunities for enhanced controls, risk mitigation, and ongoing oversight• Maintain effective working relationship with management and business partners• Educate crew and management around fund event impacts to policies, systems, and workflows• Served as NWoW expert within Fund Events Team due to previous experience in Personal Investor Show less

-Provided operations assistance with Vanguard's most high-risk, retail processes including change of ownership, IRA money movement, incoming transfer of assets, outgoing wires, and advanced errors-Managed ambiguity and embraced change by flexing between drastically different processes throughout the day/week-Acted as a liaison between work types to create consistency and remain compliant-Communicated with business partners to create positive client experience-Identified… Show more -Provided operations assistance with Vanguard's most high-risk, retail processes including change of ownership, IRA money movement, incoming transfer of assets, outgoing wires, and advanced errors-Managed ambiguity and embraced change by flexing between drastically different processes throughout the day/week-Acted as a liaison between work types to create consistency and remain compliant-Communicated with business partners to create positive client experience-Identified inefficiencies in procedures and collaborated with team members and business partners to propose and implement strategic, cost-effective solutions - often required working with business partners to calculate ROI Show less

-As Vanguard and its crew worked to transform the Retail Client Operations department I worked daily with complex functions and calculations-I worked with our IT department on an automation project to reduce cost and the amount of human interactions while increasing efficiency-Outcalled clients to resolve paperwork discrepancies in order to comply with industry regulations and company policies-Utilized lean tools to streamline processes and increase productivity-Mentored… Show more -As Vanguard and its crew worked to transform the Retail Client Operations department I worked daily with complex functions and calculations-I worked with our IT department on an automation project to reduce cost and the amount of human interactions while increasing efficiency-Outcalled clients to resolve paperwork discrepancies in order to comply with industry regulations and company policies-Utilized lean tools to streamline processes and increase productivity-Mentored newly-trained crew, providing guidance as they begin their Vanguard careers-Subject matter expert for cross platform transfers (transfers between our mutual fund and brokerage accounts) Show less

-Maintained a positive aura as one of the first individuals to have an impact on newly hired employees.-Trained new employees on primer and advanced functions over approximately four months. This involved: the use of five Vanguard systems, stressing the need for attention to detail in a highly technical role, and guiding crew to the appropriate resources to answer questions during knowledge application.-Planned and executed daily activities to keep the class engaged.-Identified and… Show more -Maintained a positive aura as one of the first individuals to have an impact on newly hired employees.-Trained new employees on primer and advanced functions over approximately four months. This involved: the use of five Vanguard systems, stressing the need for attention to detail in a highly technical role, and guiding crew to the appropriate resources to answer questions during knowledge application.-Planned and executed daily activities to keep the class engaged.-Identified and reported progress, concerns, and issues to our Learning and Development Team. Show less

-Worked both independently and with colleagues to ensure our clients have a positive Vanguard experience by providing timely and accurate services.-Followed procedural manuals to provide our clients and business partners with the best way to solve problems that arise on a case-by-case basis. This can involve communicating with my coworkers and our business partners to ensure we are remaining within state and federal regulations while simultaneously providing the client with the best… Show more -Worked both independently and with colleagues to ensure our clients have a positive Vanguard experience by providing timely and accurate services.-Followed procedural manuals to provide our clients and business partners with the best way to solve problems that arise on a case-by-case basis. This can involve communicating with my coworkers and our business partners to ensure we are remaining within state and federal regulations while simultaneously providing the client with the best experience possible.-Served as a subject matter expert for cross platform functions and procedures providing individual training when needed.-Consistently met quality and productivity metrics set by the department.-Supported internal clients through an internal hotline to ensure client's needs are met. Show less

-Intercollegiate competition among 16 North American universities to build an economically efficient vehicle while promoting the product and STEM industry.-Planned educational promotions for the university and its surrounding community and then assisted with event coordination.-Wrote press releases, media advisories, and feature stories to earn points in the competition.-Presented competition materials to the Centre County Board of Commissioners.

-Completing audits for bus yard-Examining equipment for condition-Improving workplace operations

I interned as a story writer for the College of Agricultural Sciences. During this internship I wrote feature pieces on accomplishments of students and organizations connected to the college. These stories were then published on the college's website. I also conducted man-on-the-street interviews during the College of Agricultural Sciences' Ag Day. This internship allowed me to strengthen my working knowledge of the AP style and gain confidence during interviews.