Investment Consultant at Vanguard
Charlotte, North Carolina Area
Investment Consultant at Vanguard
Charlotte, North Carolina Area
Developing relationships with current and prospect clients matching them with products and services available to them using a consultative approach.
Series 7, Series 63, Working on CFP
(Public Company; 10,001 or more employees; Financial Services industry)
November 2004 — Present (5 years 2 months)
(Public Company; 10,001 or more employees; FL; Retail industry)
July 2000 — April 2002 (1 year 10 months)
Co-managed retail operations in the Johnson City Tn store. Managed 10-15 employees and sales/merchandising operations for the store.
BS , Business Administration , 1994 — 1998
Investing, Golf, skiing, outdoors