Josiah Williams
Change of Ownership & Onboarding - Client Service & Sales Associate
- Role
- Change of Ownership & Onboarding Associate Client Representative at Vanguard
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Josiah Williams
Josiah Williams is a FINRA licensed (Series 63 & 7) equity trader and account transaction…
Experience
Change of Ownership & Onboarding Associate Client Representative
Jun 2023 — Present · Malvern, PA, US
Specializing in account generation and changes of ownership in living and due to death scenarios, my current role allows me to keep a finger on the pulse of Vanguard clients and service them in times of need.
Education
Amherst College
Bachelor of Arts (BA), Political Science and Government
2010 — 2011
The Hun School of Princeton
HS Diploma
2006 — 2010
Howard University
Bachelor of Arts (BA), Economics & Political Science
2012 — 2019
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