Malvern, Pennsylvania, United States
Provides dedicated support on Vanguard’s asset management offerings, advice services, and recordkeeping business to aligned consultant firms
Responsible for Vanguard's Institutional efforts for defined contribution plans with up to $20 million in assets in Pennsylvania. Focused on developing and expanding relationships with financial advisors, consultants, and third-party administrators to provide plan sponsors with comprehensive 401(k), 403(b) and profit sharing solutions.