
Scott Carpenter, MLD

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About me
Senior Product Owner in Vanguard's Institutional Division
Education

The American College of Financial Services
1998 - 2002ChFC Chartered Financial ConsultantChartered Financial Consultant

Penn State Great Valley
2006 - 2008MLD LeadershipMasters in Leadership Development

Bloomsburg University of Pennsylvania
1993 - 1997Bachelor of Science - BS Business Administration and Management, General
Experience

Vanguard
Jan 1997 - Oct 2020Client Administration Manager
Mar 2019 - Oct 2020Web Technical Support and Digital Center of Excellence Manager
Jun 2017 - Mar 2019Flagship Services Client Manager
Oct 2014 - Jun 2017Retail Retirement Center Manager
Jan 2011 - Oct 2014Retail Inheritance Services Manager
Nov 2007 - Jan 2011Business Continuity Manager
Sept 2006 - Nov 2007Supervisor
May 2004 - Jan 2006Investment Associate
Jan 1997 - May 2004

Commerce Bank
Jun 1997 - Nov 1997Customer Service
Infosys BPM
Oct 2020 - Jul 2024Service Management Manager
Feb 2021 - Jul 2024Client Administration Manager
Oct 2020 - Feb 2021

Vanguard
Jul 2024 - nowSenior Product Owner
Licenses & Certifications

Lean Six Sigma Green Belt
Vanguard
FINRA Series 7, 63, 24
Vanguard
Honors & Awards
- Awarded to Scott Carpenter, MLDLeadership Award for Treatment Vanguard site Leadership in AZ 2016 Recognized as a leader in engagement at the AZ site.
- Awarded to Scott Carpenter, MLDBusiness Initiative of the Year Vanguard Center for Excellence 2010 Led an initiative to redesign the transfer on death process for the Retail Division at Vanguard
Volunteer Experience
volunteer
Issued by Phoenix Children's Hospital
Associated with Scott Carpenter, MLDCampaign Lead/co-Lead
Issued by Valley of the Sun United Way on Jan 2014
Associated with Scott Carpenter, MLD
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