Jeff Robinson
Client Relationship Rep @ Vanguard | Series 6, Series 63
- Role
- Clinet Relationship Representative at Vanguard
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Jeff Robinson
With over seven years of work experience in client-facing roles, I am an expert realtor with multiple certifications and skills. I recently completed a successful tenure at Coldwell Banker Residential Brokerage, where I partnered with clients to buy, sell, and rent properties, using my product sales and attention to detail skills. Previously, I worked as a client relationship representative at Vanguard, where I supported investors with financial planning and portfolio management, leveraging my credentials in securities industry essentials, series 6, and series 63. My mission is to provide excellent service and value to my clients, and to continuously learn and grow in my field of expertise. I am passionate about real estate and finance, and I bring diverse perspectives and experiences to the team.
Experience
Clinet Relationship Representative
Mar 2022 — Present · Scottsdale, AZ, US
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