Lynn Benfante

About Lynn Benfante

Currently I serve as Senior Director within our Consultant Relations. I am responsible for a team that services institutional consultants and advisors for our key firms across the country. I previously worked in institutional sales bringing on new defined contribution recordkeeping and investment clients. I also worked within Vanguard\'s defined benefit market in implementing a new recordkeeping system. Within my 27 years in the retirement industry I have led various retirement implementation teams and worked closely with both defined contribution and defined benefit plan sponsors to help define and implement a strategy for converting their retirement plans to Vanguard. I currently hold FINRA\'s series 6, 63 and 7 licenses. About Vanguard: Vanguard is a client-owned investment company that is reducing cost and complexity for all investors. Since our founding in 1975, we\'ve believed that you shouldn\'t have to pay a lot for high-quality investment products and first-rate service, and that you deserve candid, clear information to help you make good investment decisions. That\'s why Vanguard has always been organized differently from other investment firms. Instead of being publicly traded or privately owned, Vanguard is owned by the Vanguard funds, which are owned by our clients. Vanguard\'s client-ownership structure has many advantages. We offer a rare kind of stability because we can focus on the long term, which is the right outlook for both investing and running a business. The company you invest with today will be the same company serving you tomorrow.Vanguard\'s mission is to help clients reach their financial goals by being the world\'s highest-value provider of investment products and services.

Experience

1. Senior Director

   Vanguard

   Aug 2022 — Present · Malvern, PA, US

   Responsible for strategically partnering with our key investment and benefit consultants nationally.

Education

• Wharton Executive Education

  Securities Industry Institute (SII) Executive Education Program

• Commonwealth University-Bloomsburg

  Bachelors, Finance

  1994 — 1998

• Drexel University

  MBA, Marketing and Management

  2003 — 2006

Skills

• Series 7
• Financial Services
• 401k
• Securities
• Profit Sharing
• Series 63
• Relationship Management
• Defined Benefit
• Non-Qualified Deferred Compensation
• Asset Allocation
• Mutual Funds
• Business Relationship Management
• Investments
• Pensions
• Defined Contribution
• Retirement
• Erisa
• Investment Management
• Retirement Planning
• Finra