JOHN NAGLE

**** ****** ****, *******, ** ***** **7- 250 - 4966

ac7d4q@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

** ***** ** ****** ******* management experience

Highly experienced and self-motivated professional with a diverse background

Able to efficiently manage a high volume of assignments in a fast-paced environment

Supportive team player with the ability to work independently with little or no supervision

Client-oriented problem solver with an ability to adapt to new situations

A team player who is attentive to detail and produces quality results

Exceptional communication, time management and organizational skills

15 years of experience in the 401(k) Retirement Plan industry

Proficient in Microsoft Office

PROFESSIONAL EXPERIENCE

ASCENSUS DRESHER, PA

INSTALLATION COORDINATOR JUNE 2015 – MAY 2018

Managed the client relationships during the successful onboarding and implementation process for approximately 275 client-specific 401(k) retirement plans

Fostered cooperative and professional internal / external relationships achieving group and client goals

Anticipated client needs and mitigated any potential obstacles

Coordinated all necessary internal & external stakeholders requirements

Traveled for client meetings and training, as needed

Received, coordinated and managed upload all data records from prior record-keepers

Received, coordinated and managed the upload of all assets from prior trustees for investment

Identified client’s objectives, defined, created and communicated the project scope to all stakeholders

Reviewed and confirmed all plan provisions with the clients

Coordinated the drafting, creation and distribution of all plan documents to the plan

Provided issue resolution and consulted with manager where further clarification was required

Ensured that all project deliverables were accomplished in a timely manner

Facilitated the client transition from implementation to operations

Self Employed- Small Business Consultant ARDMORE, PA

NOVEMBER 2011 – JUNE 2015

Analyzed clients’ overall business operation processes

Identified and categorized redundancies, wastage and opportunities

Developed best practice operations solutions

Assessed and produced efficiencies and improve revenue streams

Ensured work was performed completely to the clients’ satisfaction

THE VANGUARD GROUP MALVERN, PA

PROJECT services / DATA PROJECT ADMINISTRATOR JANUARY 2003 – NOVEMBER 2011

Led teams, varying in number from 2 to 6 members, in elevating services and projects for external clients’ 401(k) plans

Fostered collaborative project environment amongst all stakeholders

Managed and contributed to the successful completion of over 400 data and payroll conversion projects

Acted as the point of contact for outside vendors and clients to ensure expectations for services rendered were exceeded

Designed and implemented project scopes for all internal and external client matters

Provided customized client-specific Standard File Format (SFF) specifications to clients and programming resources

Received, coordinated and managed upload all data records from prior record-keepers

Established best practice solutions for maintaining confidential financial and demographic data through consult with internal and external clients

Provided technical assistance for efficient and accurate data management within internal systems

Analyzed external data files, identified and communicated corrective measures as needed

Researched and disseminated, in a timely manner, stock fund information for Proxy vote tabulation results

EDUCATION

Saint Joseph’s University

BACHELOR OF SCIENCE IN HEALTHCARE ADMINISTRATION

Graduated with Honors

Final GPA: 3.6

MILITARY SERVICE

U.S. ARMY / PA ARMY NATIONAL GUARD AUGUST 1, 1983 – JULY 31, 1993

HONORABLY DISCHARGED: SERGEANT (E-5)

RIFLE SQUAD LEADER:

Led and supervised a 7man Infantry rifle squad

Accomplished all assigned missions and duties successfully

Ensured accountability, safety and welfare of all squad members

Coordinated training activities and assigned tasks to individual soldiers

Evaluated and performed performance appraisals

Counseled soldiers to assure successful military careers

Received the National Defense Service Medal (Highest honor received)

ASSISTANT RECRUITER 1983 - 1984

Interviewed potential recruits prior to enlistment / processed enlistment documents

Assisted recruits with obtaining their essential personal information: Social Security Number, High School Diploma, Birth Certificate

Scheduled the Armed Forces Vocational Aptitude Test (ASVAB) and medical examinations

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