Carolyn Sherry in

Carolyn Sherry

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Principal, US Head of Middle Office and Transfer Agency at Vanguard
📍 Greater Philadelphia, United States

Carolyn Sherry is a Principal at Vanguard with over 15 years of experience leading large-scale financial operations. She heads the US Middle Office and Transfer Agency, focusing on strategy and team performance. She holds an MBA from Dartmouths Tuck School of Business.

Carolyn has significant international experience, having spent nine months leading strategic work for Vanguard in Tokyo. She is a long-tenured employee of over a decade who is passionate about the company culture and publicly supports her colleagues successes.

She considers her nine-month professional assignment in Tokyo to have been an amazing personal and professional experience.

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Experience
16 Years
Current Role
Principal, US Head of Middle Office and Transfer Agency
Job Level
Mid-senior
Location
Greater Philadelphia, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Carolyn cares about

Team Leadership
Passionate about inspiring team performance, she has led teams of up to 150 experts and actively publicizes open leadership roles.
Financial Operations
Her career centers on leading large-scale Transfer Agency and Middle Office operations for Vanguard's US mutual funds.
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Career

Work history

8-2024
Principal, US Head of Middle Office and Transfer Agency
Vanguard
5-2024 - 8-2024
Principal, Head of Transfer Agency Operations
Vanguard
6-2021 - 5-2024
Head of Transfer Agency Operations
Vanguard
5-2019 - 6-2021
Senior Manager, Financial Advisor Technology
Vanguard
11-2017 - 11-2018
Senior Manager - Strategic Initiatives, Vanguard Investments Japan
Vanguard
In the press

Media appearances

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Education
2013 - 2015
Master of Business Administration (MBA)
The Tuck School of Business at Dartmouth
2015 - 2015
MBA International Exchange Participant
London Business School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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