Bethany Boord
- Role
- Compliance Director, Brokerage and Financial Operations at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Bethany Boord
Experienced Operations Manager with a demonstrated history of working in the financial…
Experience
Compliance Director, Brokerage and Financial Operations
Nov 2021 — Present
Skills
- Series 6
- Brokerage
- Series 7
- Interview Preparation
- Thompson One
- Asset Management
- Change Management
- Performance Management
- Coaching
- Financial Services
- Onboarding
- Leadership
- Process Improvement
- Interviewing
- Technical Leadership
- People Development
- Dividends
- Microsoft Excel
- Mutual Funds
- Margin
- Microsoft Office
- Series 63
- People Management
- Project Management
- Relationship Management
- Brokerage Operations
- Supervisory Skills
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