Matthew DeWolf

Experience

• 

  United States Marine Forces Reserve

  Jun 1996 - Jun 2001

  Supervise motor pool drivers and mechanicsAllocate resources and equipment Facilitate driving tests, practical and written Provide security and transportation for air showsMentor and lead Marines Lead squad of Infantry MarinesFacilitate training classes on procedures and stratagies Participate in community programs, Toys for TotsSupervise weapons maintenance

  • Corporal, Air Wing Support Squadron

    Jan 2000 - Jun 2001

  • Lance Corporal, Echo Company 2/25

    Jun 1996 - Jan 2000
• 

  Vanguard

  May 1999 - Dec 2011

  Supervised Client Acceptance Testing teams using both waterfall and agile project structuresManaged testing for business and technology projectsDeveloped and executed automation strategies Led technical projects centered around client on boarding or service changesDetermined best fit for client service offer Served as a technical resource to management Coordinate daily functions for several jumbo clients Oversee operational outputs for my book of businessServed as daily point of contact for client benefits office Resolve complex transactions completed in error Monitor incoming phone calls for quality assurance and training Handled elevated client calls Obtained NASD Series 6 and 63 licenses Answered incoming calls from full service retirement plan participants

  • Team Leader, Financial Adviser Services - Business Technology

    Apr 2010 - Dec 2011

  • Project Administrator - Institution Investment Group

    Sept 2003 - Apr 2010

  • Account Administrator - Institutional Investment Group

    Sept 2001 - Sept 2003

  • Service Adminstrator - Institutional Investment Group

    Apr 2000 - Sept 2001

  • Phone Associate - Institutional Participant Services

    May 1999 - Apr 2000
• 

  Vanguard

  Dec 2012 - Jan 2018

  I lead a team of senior Relationship Managers and Team Leaders that provide day to day administrative services to a Core client base within the Client Administration department, a part of Recordkeeping Services. Our top priorities are to foster lifelong relationships with clients, execute unmatchable quality, and to develop crew that are skilled in their roles, motivated, and proud to represent Vanguard. Manage team of senior client relationship administrators for full service retirement plans Leading leadersProject ManagementProcess OwnershipFocused on identifying and retaining talent, increasing engagement

  • Client Administration Manager - Core Market

    Sept 2016 - Jan 2018

  • Client Administration Manager - Large Market

    Jun 2015 - Sept 2016

  • Operations Manager - Financial Adviser Services

    Dec 2012 - Jun 2015
• 

  Vanguard

  Jan 2022 - now

  Retirement Education Manager

  I lead an engaged team of award winning retirement education professionals for full service 401(k) and 403(b) plans at Vanguard. Our top priority is to focus on providing best in class service to our plan participants and to take a stand for investors in order to provide them their best chance for retirement success.