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

  1. Portfolio Implementation Associate

    Vanguard

    Dec 2024 — Present

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Lilly Cochran — Portfolio Implementation Associate at Vanguard in Charlotte, NC, US | Unifers