Bill Abad

Senior Manager - Global Fund Accounting

Role
Head of Global Valuation Policy at Vanguard
Location
Scottsdale, AZ, US
LinkedIn followers
500 followers

About Bill Abad

Experienced Fund Accounting Manager with a demonstrated history of working in the financial services industry. Strong accounting professional skilled in Portfolio Management, Business Relationship Management, Analytical Skills, Risk Management, and Customer Service.

Experience

  1. Head of Global Valuation Policy

    Vanguard

    May 2024 — Present

Education

  • Drexel University

    Master's degree, Business Administration and Management, General

    2016 — 2018

  • University of Phoenix

    Bachelors, Finance

    2006 — 2010

Skills

  • Series 6
  • Insurance
  • Life Insurance
  • Finance
  • Financial Planning
  • Employee Benefits
  • Asset Allocation
  • Mutual Funds
  • Risk Management
  • Series 63
  • Sales
  • Portfolio Management
  • Relationship Management
  • Wealth Management
  • Securities
  • Analysis
  • Financial Analysis
  • Asset Management
  • Leadership
  • Financial Services
  • Process Improvement
  • Equities
  • Strategic Financial Planning
  • Investments
  • Customer Service

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