Matthew Loughren
Finance
- Role
- Senior Associate, Financial Advisor at Vanguard
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Associate, Financial Advisor
Jun 2022 — Present · Plano, TX, US
High achiever, constantly in the top 5% of the office• Coordinated the enrollment, managed relationships, and facilitated continuous meetings with prospects and clients• Provided training to novice advisors, to make sure they were top performers• Held the position of technology specialist within the team
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