Lisa Sullivan
Operations Supervisor | Innovating for Effortless Client Experiences
- Role
- Operations Supervisor at Vanguard
- Location
- Reading, PA, US
- LinkedIn followers
- 500 followers
About Lisa Sullivan
I lead a fully successful team at Vanguard that handles transfer of assets requests received via the mail and web channels. I’m passionate about making these behind-the-scenes processes feel effortless for our clients. With a background in agile operations and a love for problem-solving, I focus on removing friction, improving turnaround times, and making sure every client feels taken care of. Vanguard\'s mission to \"Take a stand for all investors, treat them fairly, and give them the best chance for investment success\" is what drives me.
Experience
Operations Supervisor
Oct 2022 — Present · US
I currently lead a fully successful team of Vanguard crew members in Specialty Operations Transfer of Assets who assist clients when their transfer(s) goes wrong.•I most recently led a fully successful team of associates in Foundational Operations Client Account Maintenance who process client account maintenance requests received through the mail and web channels.•I previously led a fully successful team of associates in Foundational Operations Purchases and Basic Processing who processed incoming checks and client requests received through the mail and web channels.
Education
Atlantic Cape Community College
No Degree, General Studies
2005 — 2006
Temple University
Bachelor of Arts (B.A.), Theatre/Theater
Penn State University
Master of Business Administration - MBA
Springhouse Education & Consulting Services
Project Management
2018 — 2018
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