March 10 - 12, 2025
JW Marriott Grande Lakes, Orlando
Jim
Kearney is a Principal at Vanguard and the head of the Vanguard Global
Investment Operations organization. Jim’s global team is responsible for trade
support, settlements, Corporate actions and securities lending for all Vanguard
products. In his prior position Jim led the Project One Development Team, a
business technology team managing a 5 year program focused on unifying the
Vanguard Transfer Agent and Broker Dealer organizations, creating a singular
experience for all retail direct investors. This effort resulted in a common
platform for investors to hold, and transact on Vanguard funds, Vanguard ETFs
and any other assets held at Vanguard. In previous Vanguard roles, Jim led a
business technology team focused on implementing vendor solutions that would
streamline the fund administration process, including trade management,
corporate actions, treasury services and gold copy data management. He was also
the leader of the Vanguard Small Business Retirement Plans, and spent a large
portion of his career leading various businesses within the Vanguard Brokerage
Services unit. Jim has studied at Immaculata University, and holds FINRA’s
series 7, 63 and 24 licenses. He is also a graduate of the Wharton Essentials
of Management certificate program, as well as the Leadership Philadelphia 2006
class.
Check out the incredible speaker line-up to see who will be joining Jim.
Download The Latest Agenda