Daniel Sonntag, MBA, CFP®

Executive MBA | Advice & Wealth Management Strategy | Advisor Team + Enterprise Programs Leadership | Driving Distribution & Client Experience

Scottsdale, Arizona, United States

About

Experience

  • Vanguard (12 yrs)
    • Line Manager, Personal Advisor
      Feb 2021 - Present · 5 yrs 5 mos

    • Financial Advisor Development Program Creator and Manager
      May 2017 - Feb 2021 · 3 yrs 10 mos

    • High Net Worth Client Team Supervisor
      Nov 2015 - May 2017 · 1 yr 7 mos

  • Associated Students of New Mexico State University (3 yrs 2 mos)
    • Chief Elections Officer
      Jun 2013 - May 2014 · 1 yr

    • Executive Director of Governmental Affairs
      Apr 2011 - May 2013 · 2 yrs 2 mos