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Network Power<100 people
Roles
🔥100%
Startup Founder
💸100%
Marketing
✨100%
Business Owner
Geos
🇬🇧100%
United Kingdom
Work Background
JM SearchExecutive Search Consultant
Jan. 2022Greater Philadelphia AreaJM Search (www.jmsearch.com) is a premier retained executive search firm and trusted advisor to CEOs, investors and boards of directors in recruiting, assessing and delivering high performance leaders and transformational leadership teams. JM Search clients include private equity firms and portfolio companies, venture capital-backed businesses, and publicly held companies across North America. With national reach and local market depth, the firm’s partner-led approach enables JM Search to deliver exceptional leaders who enhance organizational performance and drive shareholder value.
VanguardClient Services Leader
Jan. 2019 - Jan. 2022Malvern, Pennsylvania• Develop pipeline of inclusive, Lean leaders managing 13+ interim leaders in M1 Internships.
• Upskill leaders in Lean methodologies, resulting in a 8% increase on the Foundational Services Operational Excellence Index.
• Create work environment committed to continuous improvement, consistently improving efficiency and effectiveness of our operation while reducing variance in performance.
• Manage co-employment relationships with Randstad partners to ensure accountability and excellence on the front lines in Client Services.
• Oversee the Foundational Services Standard Work Governance Team as the team’s Project Lead. • Head the Leader Education & Expectations workstream for the FSO (Foundational Client Services) Crew Access Continuous Improvement Plan (CIP).
• Featured in the Lean Leadership Series focused on “Delivering” to equip leaders with the tools they need to identify and reduce performance variation.
VanguardHNW Relationship Manager
Oct. 2017 - Jan. 2019• Manage relationships with a $1.7B book of high-net-worth clients consisting of various backgrounds, levels of knowledge, and personalities. • Strengthen relationships with more than 10 “top clients” consisting of influential celebrity and/or executive level individuals, leading to significant asset consolidation within my client base.
• Exhibit strong conceptual thinking and problem resolution skills by analyzing and resolving complex client issues.
• Effectively determine client needs to position suitable Vanguard products and services.
VanguardBrokerage Investment Professional
Aug. 2016 - Oct. 2017• Executed monetary and clerical transactions for mutual fund and brokerage accounts.
• Educated investors of various backgrounds and knowledge levels about Vanguard investment products and services.
• Coached new hires and lead crew engagement activities.
Young LifeClub Director
Aug. 2015 - May. 2016Greater Philadelphia Area
Timoteo Philadelphia Inc.Marketing Intern
May. 2015 - Aug. 2015Greater Philadelphia Area
Young LifeVolunteer Leader/Mentor
Apr. 2014 - May. 2016Greater Philadelphia Area
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