Brad Wagner
- Role
- Product Manager - Client Experience & Digital (Cxd) at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Brad Wagner
Highly motivated, organized and determined leader with 12 years of experience in the…
Experience
Product Manager - Client Experience & Digital (Cxd)
Apr 2022 — Present
I lead 3 cross-functional Product Teams focused on modernizing key applications used by our ever-growing Personal Advisor Services crew. As a product Manager, I wear many hats - roadmap creation and prioritization, partnering with UX and design to deliver the best product for our advisors, and ultimately working to empower and engage my crew as we continue our journey towards giving our clients the best chance for investment success.
Education
UNC Charlotte Belk College of Business
B.S.B.A., Finance, Economics
2004 — 2008
UNC Charlotte Belk College of Business
MBA, Management
2009 — 2010
Skills
- Project Management
- Microsoft Excel
- Change Management
- Series 7
- Series 6
- Facilities Management
- Bloomberg
- Data Analysis
- Risk Management
- Investment Management
- Team Leadership
- Series 63
- Management
- Contingency Planning
- Performance Management
- Financial Planning
- Process Improvement
- Valuation
- Strategic Financial Planning
- Investments
- Business Development
- Powerpoint
- Microsoft Office
- Outlook
- Financial Modeling
- Microsoft Word
- Portfolio Management
- Access
- Customer Service
- Leadership
- Financial Analysis
- Training
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