Mark Malone
Senior Relationship Manager at Vanguard
- Role
- Senior Relationship Manager at Vanguard
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Senior Relationship Manager
Sep 2025 — Present · Malvern, PA, US
Investment Advice & Wealth Management Group. • UHNW Relationship Management Select Manage a book of U.S. based ultra high net worth clients with a total approximate book value of $10 Billion. • Sales Management & Leader • Sales Trainer & Coach • Portfolio management & investment strategy consultation.• Tax planning & tax strategy consultation.• Estate & Trust planning.• Private Equity analysis.• Advise on family legacy & philanthropic planning • Fully Paid Lending & Margin analysis • Cash Plus & Cash Deposit analysis • Negotiate asset consolidation opportunities. • Mutual Fund Trader.
Education
Gettysburg College
Bachelor of Arts - BA, Economics
2014 — 2018
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