Estelle Bonnet
Over 10 years experience supporting clients, employees, financial advisors, and supervisors. Strong focus on relationship management and cultivation of positive team culture.
- Role
- Ultra High Net Worth Client Consultant, Wealth Management at Vanguard
- Location
- Phoenixville, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Ultra High Net Worth Client Consultant, Wealth Management
May 2023 — Present
Education
University of Valley Forge
Associate's degree
Skills
- Series 63
- Creativity Skills
- Analytic Problem Solving
- Client Relationship Management
- Series 7
- Mutual Funds
- Investments
- Stress Management
- Yoga Instruction
- Employee Training
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