Janet Gray
Relationship Manager, Vanguard Personal Investor / Wealth Management
- Role
- Relationship Manager Ii at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Janet Gray
As a Ultra High Net Worth Relationship Manager, I have the pleasure of working with investors at Vanguard who have $5 million or more in Vanguard assets. I help clients develop a holistic approach to their wealth by guiding them to Vanguard\'s products and services that best meet their needs and goals. FINRA Licenses: Series 7, Series 63, & Series 66 Specialties: Strategic Sales and Marketing Planning / New Business Development / Client Retention / Business Proposal Development / Customer Relationship Management / New Product Introduction and Training / Sales Planning and Forecasting / Consultative Sales Approach / CRM Database Management
Experience
Relationship Manager Ii
Mar 2020 — Present · Charlotte, NC, US
Skills
- Leadership
- Training
- Account Management
- Life Insurance
- Series 63
- Customer Service
- Securities
- Health Insurance
- Salesforce.com
- Consultative Approach
- Investments
- Student Financial Aid
- Time Management
- Financial Services
- Relationship Management
- Strategy
- Customer Relationship Management (Crm)
- Client Retention
- Mutual Funds
- Strategic Planning
- Series 7
- Organization Skills
- Sales
- Crm
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