Lisa Swartzendruber
Relationship Executive- Client Relationships and Enablement-Broker/Dealer Key Accounts
- Role
- Client Account Executive-financial Advisor Services at Vanguard
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Client Account Executive-financial Advisor Services
Dec 2019 — Present · Malvern, PA, US
Education
Cabrini University
Bachlor of Science, Marketing
1987 — 1991
Leadership Philadelphia
Core Program
Skills
- Mutual Funds
- Process Improvement
- Investment Strategies
- Series 6
- Wealth Management
- Finance
- Retirement
- Asset Allocation
- Project Management
- Series 63
- Investments
- New Business Development
- Management
- 401k
- Financial Planning
- Crm
- Relationship Management
- Asset Management
- Securities
- Financial Services
- Investment Advisory
- Leadership
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.