Mirza Cavalic

About Mirza Cavalic

A sixteen year professional with a demonstrated track record of leadership in Business Development, Marketing, Strategy, Finance, Distribution Management, managing complex organizations, Operations, P&L ownership, large-scale projects, turnarounds, stakeholder management across the enterprise including Senior Executives, and the build-out of new business lines. Currently leading the Sales Strategy, Operations and Enablement function for Vanguard\'s $1.9 trillion financial intermediaries division focused on B2B2C distribution through Banks, Broker Dealers, Registered Investment Advisors, Insurance companies and Asset Managers. Outside of Vanguard, activities and responsibilities include founding and running a nonprofit organization (10 years), real-estate investing, a start up company, and various board and advisory roles. Undergraduate and graduate degrees from Dickinson College and the Wharton Business School, respectively.

Experience

1. Board Member

   Spruce Peak Arts

   Jun 2021 — Present

Education

• Dickinson College

  Bachelor of Arts (B.A.)

Skills

• Etf Model Portfolios
• Financial Modeling
• Insurance
• Organizational Development
• Strategic Planning
• Forecasting
• Corporate Communications
• Competitive Analysis
• Sales Management
• Social Entrepreneurship
• Strategy Implementation
• Strategy
• New Business Development
• Product Development
• Analysis
• Asset Management
• Entrepreneurship
• Project Management
• Banking
• Mutual Funds
• Etfs
• Finance
• Startup Development
• Presentations
• Business Development
• Research
• Leadership
• Financial Analysis
• Investments
• Rias
• Management