James Acuna
Senior Manager at Vanguard
- Role
- Senior Manager at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About James Acuna
Financial services Manager with over 17 years of experience in the industry. Currently a manager in our Personal Advisor Services department in North Carolina. Driven and goal-oriented with a passion for serving others by cultivating partnerships and providing consultative-based solutions. Proven track record of importing, developing, and exporting exceptional talent throughout a top financial services organization. Strong presenter and communicator with extensive experience with small business owners, executives, and high net worth professionals.
Experience
Senior Manager
May 2023 — Present · Charlotte, NC, US
Wealth Management, Financial Advisor Manager
Education
University at Albany
Bachelor's Degree, Political Science / Business
1999 — 2002
The College of Saint Rose
Master of Science (M.S.), Secondary Education and Teaching
2002 — 2004
Skills
- Process Improvement
- Team Building
- Financial Services
- Philanthropy
- Teaching
- Series 7
- Volunteering
- Written & Oral Presentation Skills
- Windows
- Series 63
- Investments
- Series 65
- Leadership
- Finance
- Sales Hiring
- Customer Service
- Data Analysis
- Sales Management Coaching
- Mutual Funds
- Series 24
- Photoshop
- Project Management
- Microsoft Word
- Leadership Development
- Cognos
- Consultative Sales Professional
- Business Process Improvement
- Outlook
- Microsoft Office
- Powerpoint
- Microsoft Excel
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