Raaj Gupta
- Role
- Financial Advisor Manager at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Raaj Gupta
I bring with me 20 years of experience and knowledge in the management, banking…
Experience
Financial Advisor Manager
Apr 2022 — Present
Financial advisor manager and department leader in charge of coaching, influencing and maintaining operational and growth excellence-Directly responsible for 11 advisors and indirectly responsible for 150 advisors while having authority over 600 plus CFP advisors-Focus on operational, risk, growth and retention objectives in the high net worth department of the Personal Advisory Service division-Expertise in coaching around psychological influence and persuasion, relationship building and management with an emphasis on high probability goal attainment.
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