Lilly Cochran
Portfolio Implementation Associate at Vanguard
- Role
- Portfolio Implementation Associate at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Lilly Cochran
I am an entry level finance professional with a passion for developing strong relationships with clients while assisting them in their financial needs. My experience with evaluating investment data and reports will enable me to thrive in the wealth management field. With my leadership and communication abilities, I can translate plans and advice to clients in a way that integrates them in the process.
Experience
Portfolio Implementation Associate
Dec 2024 — Present
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