Marco de Freitas
- Role
- Principal, Head of Client Experience and Digital (Personal Investor) at Vanguard
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Principal, Head of Client Experience and Digital (Personal Investor)
May 2019 — Present
Leads the product organization responsible for setting the strategy and delivering on the Personal Investor business digital transformation. Responsible for teams rethinking Vanguard’s Personal Investor end-to-end client journeys (e,g, onboarding, investing), products (e.g, advice, brokerage) and channels (web, mobile, conversational), and platforms (e.g, CRM, BPM, Call center technology) to create a connected client and associate experience that gives clients a better chance of investment success. At the forefront of agile and a digital-first transformation, our 500+ crew team is responsible for product management, UX/Design, Voice of Customer and Analytics, in a fully agile organization delivering and innovating at scale
Education
Stanford University
Certificate, Executive Education - Innovative Technology Leader
2019 — 2019
The Wharton School
MBA, Finance
1999 — 2001
Escola Politécnica da USP
B Sc, Electrical Engineering
1990 — 1994
The Lauder Institute - University of Pennsylvania
MA, International Studies
1999 — 2001
Skills
- Mergers & Acquisitions
- Wealth Management
- Program Management
- Financial Analysis
- Management
- Business Planning
- Investments
- Fixed Income
- Business Strategy
- Strategic Planning
- Strategy
- Cross-Functional Team Leadership
- Banking
- Product Management
- Analytics
- Segmentation
- Management Consulting
- Product Marketing
- Marketing Strategy
- Product Development
- Leadership
- Competitive Analysis
- Customer Experience
- Process Improvement
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