Justin Hamilton

Certified Financial Planner, Business Analyst

Role
Charlotte Metro at Vanguard
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About Justin Hamilton

Experienced Leader with a demonstrated history of working in the financial services industry. Skilled in Teamwork, Critical Thinking, Supervisory Management, Taxes, and Wealth Management. Strong finance professional with a minor focused in Accounting from North Carolina State University.

Experience

  1. Charlotte Metro

    Vanguard

    Present

    Worked directly with clients to handle various financial needs including portfolio rebalancing, investment guidance, brokerage transactions, problem resolution, cost basis, and account maintenance.• Provided effective coaching to new employees, helping them understand Vanguards investment ideals.

Education

  • LSU Shreveport

    Master of Business Administration - MBA, Accounting Concentration

  • North Carolina State University

    Bachelor's degree, Criminology, Minor in Accounting

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Justin Hamilton — Charlotte Metro at Vanguard in Charlotte, NC, US | Unifers