Stephanie O'Brien Email & Phone Number
Head of Enterprise Transformation Planning and Governance @ Vanguard
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Stephanie O'Brien Location
- Philadelphia, PA, US
Stephanie O'Brien Work
- 2026 -now Head of Enterprise Transformation Planning and Governance @
- 2023 -2026 Head of Global Investment and Finance Audit Services, Internal Audit @
- 2020 -2023 Head of Product Implementation, Vanguard Portfolio Review Department @
- 2019 -2020 Senior Manager - Product Implementation, Portfolio Review Department @
- 2016 -2019 Investment Project Implementation Manager, Portfolio Review Department @
- 2014 -2016 Manager - Internal Audit @
- 2014 -2016 Internal Audit Manager, Internal Audit @
- 2013 -2014 Supervisor @
- 2012 -2014 Senior Auditor @
- 2010 -2012 Auditor @
- 2009 -2010 Financial Administrator - Accelerated into Financial Professional (AFP) @
- 2008 -2009 Client Relationship Associate - Institutional Retirement Plan Services @
Stephanie O'Brien Education
- Saint Joseph's University
Master of Science (Financial Services)
2011-2013 - Commonwealth University-Bloomsburg
Bachelors of Science in Business Administration (Finance and Accounting)
2004-2008
Stephanie O'Brien Skills
- Financial Analysis
- Risk Management
- Relationship Management
- Process Improvement
- Mutual Funds
- Strategic Planning
- Internal Audit
- Coaching
- General Management
- Microsoft Excel
- Customer Service
- Corporate Shared Services
- Career Development
- Financial Modeling
- Financial Reporting
- Strategic Financial Planning
- Research
- Leadership
- Accounting
Stephanie O'Brien Summary
- Stephanie O'Brien, based in Philadelphia, PA, US, is currently a Head of Enterprise Transformation Planning and Governance at Vanguard. Stephanie O'Brien brings experience from previous roles at Vanguard. Stephanie O'Brien holds a 2011 - 2013 Master of Science in Financial Services @ Saint Joseph's University. With a robust skill set that includes Financial Analysis, Risk Management, Relationship Management, Process Improvement, Mutual Funds and more. Stephanie O'Brien has 4 emails and 3 mobile phone numbers on RocketReach.
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