Nina L Schlack

NINA L. SCHLACK 3061 Pricetown Road • Temple, PA 19560 • - •-• • • Project Management Data Entry & Documentation Business Systems Analysis • • • Performance Metrics Oversight Organization & Coordination Researching • • • Financial Acumen Employee Training Interpersonal Communication PROFESSIONAL PROFILE Results-oriented and Dynamic Project Manager with experience allocating resources while proactively aligning project targets with business priorities. Expertise in managing multiple projects simultaneously, effectively balancing goals and objectives, and strategically planning to consistently meet client needs. Acknowledged for abilities to build consensus, adapt to changes, and drive solutions in high-stress and fast-paced environments. COMPETENCIES Core Competencies: General Software Programs: ➢ Highly proficient and analytical problem solver capable of managing high-visibility projects ➢ Create and maintain the project management plan, project schedules, and other documentation required to effectively manage deliverables to our customers ➢ Prepare and present internal and external reports on project status, risks and other program related issues ➢ Utilize and feed improvements into the Project Management Organization’s methodology and best practices, leading frequent lessons learned and knowledge sharing activities for projects ➢ Skilled at fostering effective negotiations, as well as highly competent in interpersonal communications • • • • • • • • • • • • • • • • MOS Specialist Microsoft Excel 10 Omni System Lotus Notes 8.5 Microsoft Office 10 and 13 Microsoft Project Workday TechSmith Snagitt 11 Oracle IBM Cognos Connection Document Direct 4.2 Microfocus Rumba FileNet IDM TIDE Desktop 12.3.3 Workflow & Imaging Network Citrix Siebel PROFESSIONAL EXPERIENCE OBELISK CONSULTING, LLC JULY 1, 2018 PERSONAL & PROFESSIONAL PROJECT MANAGEMENT CONSULTATION Position Profile: Consults & Advises on a wide range of projects for the individual or business. Prepares Scope, Budget and Timeframe and oversees to completion. Proficient at writing detailed procedures for ongoing product support. Competent at maintaining a timeframe and flexibility with the client’s needs. Ensures a successful outcome with both the project and with the client. VANGUARD, IMPLEMENTATION SERVICES 1998 TO FEBRUARY 26, 2016 (RETIRED) ASSET TRANSFER LEAD, DEFINED CONTRIBUTION PLAN CONVERSION PROJECT MANAGEMENT Vanguard Initiative Highlights ✓ Created, implemented and ran a training class on Merger & Acquisition Conversion Projects for all of Vanguard’s Recordkeeping Services Client Relationship Administrators ✓ Manages the Department Procedures, oversees all updates and role reviews ✓ Department liaison with Vanguard Brokerage Services, assisting peers with the brokerage conversion process ✓ Active member of the Implementation Services Events Team ✓ Active member of the Implementation Services Diversity Team ✓- Member of the Vanguard Corporate Junior Achievement Steering Committee Resume | 2 Position Profile: Demonstrates evolving knowledge and credibility specific to Implementation Services Defined Contribution Retirement Plan conversion activity. Skilled at understanding complex issues surrounding the investment of the assets and analyzing both short and long term implications of decisions to better influence a positive outcome for both internal and external clients. Effectively manages multiple projects and initiatives while staying on track with varying elevation dates. Consistently executes and delivers strong results thus receiving positive feed back from internal and external clients. Proactively shares knowledge and experience with co-workers and coaches new team members. PROFESSIONAL EXPERIENCE CONT’D… Conversion Project Lead Serves as the primary point of contact for the client and prior / successor record keeper. Adept at running successful implementation meetings, defining the scope of the project, encouraging all project team members to own and embrace their tasks, making sure all outstanding items are addressed on or before their due date, making sure the project stays on target and within the established budget. Extremely thorough in recording details of the project from meeting minutes to a complete online audit file package of conversion activity to satisfy the SSAE 16 compliance. Extensive knowledge of the Defined Contribution Plan conversion process including Plan Document Reviews, recordkeeping system set-up & maintenance, payroll conversion and analyzing live records to ensure compliance. Elicits trust and confidence in leading difficult conversations by being open to the client’ needs yet being innovative with out of the box solutions Positive track record for building strong working relationships by fostering an inclusive environment which inspires team members to succeed. Ability to manage conflict effectively using appropriate techniques, which deflects the conflict and focuses on a solution. Models unquestionable ethics and integrity to all projects and is viewed as a leader among peers. MERRILL LYNCH, NEW PLAN SERVICES NEW BUSINESS ADMINISTRATOR 1996 TO 1998 Position Profile: Implemented Defined Contribution Retirement Plans for Merrill Lynch’s small market services. Worked closely with clients to design the Defined Contribution Plan document. Established the plan on the Merrill Lynch Recordkeeping System. Assisted in getting the payroll process up and running. MERRILL LYNCH, GLASSMAN GROUP MARKETING ASSISTANT 1989 TO 1996 Position Profile: Provided extensive assistance for one of Merrill Lynch’s top female Financial Consultants. Oversaw the administration of a multiple employer 401(k) plan designed for affinity groups. EDUCATION PA Life, Health & Accident Insurance License, Targeted obtainment Fall 2019 Lean Six Sigma Green Belt, Targeted obtainment Fall – Winter 2019 PMP Certification, Targeted obtainment 2020 Bachelor of Fine Arts, Carnegie Mellon University Associates of Applied Science, Montgomery County Community College