Ava Jack

Role
Sales Executive, Bank Bd Financial Advisor Services at Vanguard
Location
Phoenix, AZ, US
LinkedIn followers
500 followers

About Ava Jack

I\'ve had the incredible opportunity throughout my collegiate and professional career to…

Experience

  1. Sales Executive, Bank Bd Financial Advisor Services

    Vanguard

    Feb 2022 — Present

    As a Sales Executive within Vanguard Financial Advisor Services, I work with 1500+ financial professionals at 10 national and regional banks across 26 western states. My team and I help financial advisors within the mass affluent and high-net-worth marketplace grow their revenue from fee-based advice through scalable investment solutions. With total assets under management of $8T and 30M investors worldwide, Vanguard is one of the largest and most trusted asset managers to serve the advisor community.\\\\n\\\\nOur investment lineup helps advisors reduce their client\'s all-in expenses to maximize returns, leading to higher fee-based revenue. Products include:\\\\n\\\\n- Strategic Model Portfolios\\\\n- Indexed ETFs & Mutual Funds\\\\n- Active ETFs & Mutual Funds\\\\n\\\\nIn addition, our Financial Advisor Services team at Vanguard has unique resources to help our customers develop their market insight, financial planning, business development, and marketing strategies to drive higher household wallet share and increase client Banks -[Arvest, Associated, Bank of the West, Citi, Fifth Third, Huntington, Key Bank, Truist, Union Bank, US Bank]\\\\n\\\\n26 States -[AK, AR, AZ, CA, CO, IA, ID, IL, IN, KS, MI, MN, MO, MT, ND, NE, NM, NV, OK, OR, SD, TX, UT, WA, WI, WY]\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

Education

  • Emil E. Holt Sr. High School

    Honors • Top 10%

    2009 — 2013

  • University of Missouri-Columbia

    BSBA, Finance & Banking | Real Estate

    2013 — 2017

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Ava Jack — Sales Executive, Bank Bd Financial Advisor Services at Vanguard in Phoenix, AZ, US | Unifers