tara sawyer

tara sawyer

senior project manager

About

Security Pricing Team Lead at Vanguard

Country

united states

City

philadelphia

Industry

financial services

Skill

finance, mutual funds, management, investments, project management, dmaic, microsoft access, municipal bonds, money market funds, fixed income securities

Experience

vanguard

senior project manager

vanguard

2018-10 - Present · 8 yrs
east stroudsburg area school district

substitute teacher

east stroudsburg area school district

2010-3 - 2010-9 · 7 mos

* Covered classrooms for grades K-5 * proctored Pennsylvania State Assessment exams * Spent a month teaching in a fifth grade classroom * managed curriculum to ensure it was completed by the end of the year

vanguard

fund financial associate

vanguard

2012-10 - 2013-10 · 1 yr 1 mo

* Assisted with the daily pricing of all fixed income securities that Vanguard holds in its mutual funds; trained new crew on pricing processes * Assisted in multiple projects to improve team's technology and processes

vanguard

client relationship associate

vanguard

2010-10 - 2012-9 · 2 yrs

* Obtained Series 6, 7, and 63 licenses that are required to become a financial securities representative * Answered client investment questions and performed trades in mutual funds * Selected to work on a cross-site pilot team whose goal was to fulfill clients’ service needs upon initial contact via phone; team focused on reducing client effort

vanguard

fund financial analyst

vanguard

2013-10 - 2014-11 · 1 yr 2 mos

* Assisted with the daily pricing of all fixed income securities that Vanguard holds in its mutual funds; trained new crew on pricing processes * Assisted in multiple projects to improve team's technology and processes

vanguard

project manager

vanguard

2016-6 - 2018-10 · 2 yrs 5 mos
vanguard

security pricing team lead

vanguard

2014-11 - 2016-5 · 1 yr 7 mos

* Review daily pricing of fixed income securities that Vanguard holds in its mutual funds; assist in pricing and contingency decisions * Obtained DMAIC green belt certification by creating a system for the team to organize 300+ emails a day * Managed vendor relationships; participated in contract negotiations, vendor methodology discussions, and operational updates with pricing vendors * Managed team’s relationship with its external auditors * Led the team’s training initiatives, including planning and scheduling all operational activities * Completed Leadership Development Program

Education

institute at palazzo rucellai

institute at palazzo rucellai

2008-1 - 2008-1 · 1 mo
penn state university

penn state university

marketing

2005-1 - 2009-1 · 4 yrs 1 mo
penn state great valley

penn state great valley

finance

2013-1 - 2016-1 · 3 yrs 1 mo

tara sawyer's Contact Information

Email

******@***.com

Phone

(**) *** ****

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