Position:
Client Relationship Associate at Vanguard
Location:
Greater Philadelphia Area
Work:
Vanguard
since Aug 2010
-
Client Relationship Associate
Education:
La Salle University - School of Business Administration 2006 - 2010
B.S.A., Finance, Risk Management & Insurance
Skills:
Client Relationship Building, Developing Client Relationships, Project Management, Client Retention, Budgeting, Forecasting, CRM, Series 63, Series 6, Financial Analysis, Customer Retention, Budgets, Finance, Time Management
Interests:
Risk Management, Secondary Education, Sports (Philadelphia Eagles season ticket holder) Phillies, Sixers, Flyers, concerts, fishing, Ocean City, New Jersey.
Honor & Awards:
Dean’s List Spring ‘08, Fall ’08, Spring 09
National Society of Collegiate Scholars 2008
Certifications:
Series 6, FINRA
Series 63, FINRA