Paul Tocci
Client Success Leader, Vanguard Workplace Solutions
- Role
- Senior Manager, Client Success Group at Vanguard
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Senior Manager, Client Success Group
Mar 2025 — Present · Malvern, PA, US
Education
Temple University
BA-Journalism, Scool of Communications
1990 — 1993
Skills
- Financial Services
- Alternative Investments
- Portfolio Management
- Financial Modeling
- Series 63
- Financial Analysis
- Retirement
- Business Analysis
- 401k
- Relationship Management
- Finance
- Leadership
- Banking
- Mutual Funds
- Risk Management
- Investments
- Process Improvement
- Equities
- Project Management
- Fixed Income
- Asset Management
- Series 6
- Financial Planning
- Etfs
- Retail Banking
- Retirement Planning
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