Jonathan Gomes
- Role
- Director, Consultant Relations- Institutional Investor Group at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jonathan Gomes
Working with retirement plan consultants and advisors to assist plan sponsors in…
Experience
Director, Consultant Relations- Institutional Investor Group
Nov 2022 — Present
Responsible for developing and managing relationships with retirement plan consultants
Skills
- Trend Forecasting
- Strategic Communications
- Outlook
- Retail
- Data Mining
- Financial Forecasting
- Microsoft Excel
- Microsoft Office
- Powerpoint
- Internal Communications
- Trend Analysis
- Compliance Testing
- Account Reconciliation
- Financial Modeling
- Customer Service
- Compliance
- Microsoft Word
- Retirement Strategy and Plan Design
- User Acceptance Testing
- Series 6
- Retirement Planning
- Series 63
- Data Transmission
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