Kori Gamon

Detail-oriented and customer-focused professional with extensive experience in communications, project coordination, client support, and workflow management within the financial services industry. Proven ability to manage multiple priorities, analyze data for accuracy, maintain confidential information, and provide exceptional customer service in fast-paced environments. Strong interpersonal, organizational, and problem-solving skills with a collaborative team-oriented approach.

Communications Project Manager - Financial Advisors Services (FAS) Vanguard - Malvern, PA

(2015-05 - 2019-01)

• Accurately managed and verified client communication projects while ensuring compliance with company policies, procedures, and regulatory requirements.
• Analyzed project data and reporting metrics to identify inconsistencies, resolve issues, and improve workflow efficiency.
• Responded promptly and professionally to internal and external client inquiries through phone, email, and electronic requests.
• Managed multiple Defined Contribution and Non-Qualified client projects simultaneously while consistently meeting productivity and quality expectations.
• Collaborated with Relationship Managers, Client Service Managers, Education Consultants, and vendors to ensure timely and accurate completion of deliverables.
• Maintained detailed documentation and tracked projects through the Communication Tracking System (CTS) from initiation through completion.
• Created and presented reporting metrics and workflow updates to management teams.
• Handled sensitive and confidential client information with a high level of professionalism and discretion.
• Assisted team members as needed and participated in ongoing training initiatives to support department goals and continuous improvement.
• Developed effective working relationships across multiple departments to ensure successful project execution and customer satisfaction.

Retirement Plan Meetings Specialist - Financial Advisors Services (FAS) Vanguard - Malvern, PA

(2011-10 - 2015-05)

• Coordinated and scheduled client and participant meetings while ensuring all meeting logistics, documentation, and compliance requirements were completed accurately and on time.
• Provided timely and accurate information to clients, internal teams, and external contacts regarding meeting requests and project status updates.
• Demonstrated strong project management and multitasking abilities by balancing multiple deadlines and priorities while simultaneously developing strategies and workflows to improve efficiency and client satisfaction.
• Maintained accurate records and documentation throughout all stages of assigned projects and worked collaboratively within a team environment to support departmental objectives.

Communications Specialist - Financial Advisors Services (FAS) Vanguard - Malvern, PA

(2008-08 - 2011-10)

• Maintained strong relationships with internal and external clients while delivering high-quality customer service and communication support.
• Managed project status updates, tracked deliverables, and ensured systems and records remained current and accurate.
• Supported high-volume education campaigns while prioritizing multiple tasks under tight deadlines while demonstrated excellent organizational skills, attention to detail, and ability to adapt in a fast-paced environment.

Executive Assistant - Institutional Investor Group – Vanguard - Malvern, PA

(2005-12 - 2008-08)

• Managed multiple executive calendars, schedules, spreadsheets, and expense reports with accuracy and confidentiality.
• Conducted proactive client outreach and responded to customer inquiries in a timely and professional manner.
• Maintained detailed records and supported relationship managers with administrative and operational tasks while demonstrated strong communication, organizational, and interpersonal skills while supporting multiple executives and departments.