Stacey Weikel

Experience

• 

  Vanguard

  Oct 2004 - now

  Responsible for establishing and managing the client meeting process, including meeting days, presentations, and deliverables. Analyzed data to increase plan sponsor and participant engagement and investment opportunities. Developed campaigns specifically targeted to increase enrollment, increase savings, or diversify investments for employees in their employer sponsored retirement plan. Managed the relationship between external plan sponsors and clients and internal sales and creative teams. Specialized in the 403(b) and investment only markets. Show less

  • Product Owner Manager in Enterprise Advice

    Dec 2022 - now

  • Participant Services Advice Manager

    Sept 2019 - Dec 2022

  • Third Party Advice & Data Aggregation Manager

    Jan 2019 - Sept 2019

  • Financial Advisor Services Divisional Communications Manager

    Mar 2018 - Jan 2019

  • Technology Readiness Leader, Financial Advisor Services Division

    Sept 2014 - Mar 2018

  • Divisional Contingency Coordinator, Financial Advisor Services & Institutional Asset Management

    Jan 2012 - Sept 2014

  • Divisional Contingency Coordinator, IRPS, Institutional Sales, & Strategic Retirement Consulting

    Feb 2008 - Dec 2011

  • United Way Loaned Executive

    Aug 2007 - Jan 2008

  • Communication Specialist

    Dec 2005 - Aug 2007

  • Administrative Assistant

    Oct 2004 - Dec 2005