Lisa J. Vincent
Sales Executive at Vanguard
- Role
- Director, Consultant Relations Institutional Sales at Vanguard
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Lisa J. Vincent
Senior Level Sales Executive with deep expertise in the financial services and the…
Experience
Director, Consultant Relations Institutional Sales
Apr 2020 — Present · Malvern, PA, US
Institutional Investor Group
Education
Villanova University
Master of Business Administration - MBA, Finance
The Wharton School
Executive Education - Investments and Securities, Securities Industry Institute
University of Delaware
Bachelor of Science - BS, Finance, History
Skills
- Equities
- Sales Prospecting
- Derivatives
- Mutual Funds
- Risk Management
- Customer Relationship Management (Crm)
- Relationship Management
- Financial Markets
- Trading
- Sales Presentations
- Alternative Investments
- Global Cash Management
- Finance
- Portfolio Management
- Leadership
- Investments
- Fixed Income
- Client Relationship Building
- Financial Services
- Crm
- Asset Management
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