HOSANNAODHNER

• Design for America Yale Lab team lead: working with local family shelter to redesign their children’s educational play space

• Collaborating with Yale’s game theory professor to research and re-engineer the School of Management’s course bidding process

• Liaison for the School of Management to the Center for Engineering Innovation and Design at Yale University

• Member: Design and Innovation Club, Social Impact Lab, Women in Leadership club, and Women’s Admissions Mentors

• Bachelor of Arts, Physics, Magna Cum Laude, GPA 3.89, Study abroad in Galway, Ireland

• Served as Hall Advisor for 50+ students to resolve conflict, foster community, and promote resources to ensure students thrived

• Reorganized and led college-wide academic support Peer Mentor Program of 18 mentors supporting 1,300 students

• Coordinated admissions weekends and tours of 70+ prospective students as Senior Tour Guide

• Managed relationships with 30+ business partners, including director of Asia business, Chief Investment Officer, and head of PR, fielding 100+ monthly data requests that provided insight into global operations and informed business strategy

• Governed 2 confidential databases of global products and clients with the international data management team; sourced data and synthesize information into 15 different user-friendly monthly reports, including calculation of proprietary global cash flows across 500+ products, and Vanguard’s official $3.5 trillion global assets under management

• Designed dynamic capacity tracker tool that compiled data from 4 different sources on 200+ monthly responsibilities to evaluate usage of our team’s services, and inform cost/benefit decisions on how to serve our business partners most effectively

• Collaborated with IT developers using agile project management and scrum methodology to build and roll out 4 distinct global reporting tools for 400+ products, reducing a manual 20-hour monthly process by 95% to an automated 30-minute workload

• Engaged with and managed priorities of multiple stakeholders while facilitating change of global reporting process; expanded reporting capabilities to 4 new regions and 500% more products, and established primary tool for consistent global reporting

• Transitioned more than 300 clients to Vanguard, bringing in over $150 million in assets and exceeding sales goals by 40%

• Guided the launch of department’s first formal process improvement initiative by collecting and evaluating over 300 employee suggestions based on priority, feasibility, and impact, and worked cross-functionally to immediately implement over 70 changes

• Influenced senior leaders and negotiated among cross-department managers to initiate coaching and mentoring program for 40+ new and tenured sales reps, strengthening retention and collaboration, and doubling coaching/on-the-job trainings

• Spearheaded a monthly, multidisciplinary Lunch&Learn program to enhance business acumen and industry knowledge across by hosting speakers and discussions with 50+ attendees on topics such as trust registrations, and financial advising

• Obtained senior leader buy-in through presentations and informal meetings to initiate program focused on employee engagement and development; initial pilot launched with 6 participants and provided protected days and resources for self-improvement

• Created a process to improve quality and consistency of advice services sales calls by researching technical aspects of the services and interviewing Investment Consultants about best sales practices; increased understanding of the service among 40+ Investment Specialists, and improved customer experience on roughly 500 sales calls per week; received recognition award for the project

• Coordinated with department managers and Vanguard University to facilitate training of 51 new hires across 3 separate groups (largest in 4 years), developing a structured process and training framework to make trainings run more smoothly and seamlessly

• Promoted to Investment Consultant early (first in class of 14 peers)