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Noah Markel

Noah Markel

Insurance Agent

Followers of Noah Markel189 followers
location of Noah MarkelPhiladelphia, Pennsylvania, United States

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  • Timeline

  • About me

    Tableau / Business Intelligence at Vanguard with expertise in Enterprise Risk, Institutional plans (401k's) and Marketing Technology

  • Education

    • Utah Valley University

      2007 - 2013
      Bachelor of Science (B.S.) Finance, General

      Activities and Societies: Club Rush - Investment Club at UVU

  • Experience

    • Farm Bureau Financial Services

      Oct 2009 - Jan 2010
      Insurance Agent

      Acquired Property & Casualty license to analyze clients’ particular needs integrated with financial situations and recommend policies for auto and home coverage.

    • Metro Bank

      Oct 2010 - Feb 2011
      Bank Teller

      • Completed customers transactions quickly and efficiently• Balanced till several times through the day• Analyzed checks and transactions for fraud

    • Rocky Mountain ATV/MC

      Jun 2012 - Nov 2012
      Customer Service Representative

      Accepted inbound customer calls regarding problems with orders, damaged packages and researched specific parts for machines. Resolved concerns in a timely and professional manner providing customer satisfaction as the ultimate goal.

    • Vanguard

      May 2014 - now

      Enterprise Risk Portal – Drove 400% increase in viewership for risk reporting. Wrangled numerous data sources with Tableau Prep Builder and developed a 26-page Tableau dashboard to enable a one stop shop for enterprise and divisional risk leaders to drive insights and reporting across top risks, risk events, issues, risk acceptances, controls, audits, SOX results, enterprise data governance and privacy cases.Enterprise Covid Portal – Developed a 9-page Tableau dashboard to monitor campus safety by using a variety of internal/external environmental indicators, on-site testing, on-site positives and building attendance for Vanguard locations.Completed Drexel LeBow CORE Business Analytics Program through Vanguard Show less

      • Data Analyst, Specialist II - IT - MarTech Engineering

        Feb 2023 - now

      • Data Analyst, Specialist - Enterprise Risk Management

        Feb 2021 - Feb 2023

      • Data Reporting Senior Associate - Institutional Risk Management

        Feb 2020 - Feb 2021

      • Control Administrator - Institutional Risk Management

        Dec 2017 - Feb 2020

      • Fund Financial Associate - Shareholder Activity

        Mar 2016 - Dec 2017

      • Retirement Plan Service Representative

        May 2014 - Mar 2016

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Noah Markel
      Two Silver Palms Boy Scouts of America Aug 2006 Earned an additional 30 merit badges beyond Eagle totaling 51 merit badges
    • Awarded to Noah Markel
      Eagle Scout Boy Scouts of America Jun 2002 Earned Eagle Scout award at age 14 by completing all 21 merit badges