Jaydon Raquiza
High Networth Client Representative, Associate @Vanguard
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WORK HISTORY
High Networth Client Representative, Associate @Vanguard
Scottsdale, AZ, US
I specialize in managing asset transfers for high-net-worth individuals, ensuring seamless and efficient transitions of wealth. I also facilitate the opening of organization accounts, tailoring solutions to meet the complex needs of businesses and institutions. Additionally, I manage a direct book of business, providing personalized service and strategic financial guidance to clients. My role requires a deep understanding of financial operations, compliance, and client relationship management to deliver a high-touch experience and support long-term financial success.
EDUCATION
Tacoma Community College
Associate of Arts - AA
Loyola Marymount University, College of Business Administration
Bachelor of Business Administration - BBA, Finance, General
Gig Harbor High School
High School Diploma
ABOUT JAYDON RAQUIZA
My name is Jaydon Raquiza and I am a Loyola Marymount University Alumni Class of ‘22. At LMU I graduated with a degree in Finance from LMU CBA with Magna cum Laude honors.I recently started my career with Vanguard in Scottsdale, Arizona as a Client Representative Associate in the Personal Investor Division. Here I plan to hone my finance knowledge and challenge myself as I will be preparing to take the FINRA Series 7 and Series 63 to propel my skills and experience at Vanguard. I’m an optimist who takes every opportunity to challenge myself and strive towards excellence in every facet of my professional and personal life.
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