Randall Jennings

High Net Worth Client Case Representative @Vanguard

The single point of contact for clients dealing with complex asset transfers. Then cross checking with the appropriate state legislation to confirm clients are doing all that is needed- The single point of contact for problem solving assistance regarding; improperly filling out forms, splitting up assets due to divorce and beneficiaries disclaiming assets - Relieving clients complaints stemming from a monetary issue that revolves around an asset transfer - Specialist in opening and structuring Trust brokerage & Organization brokerage assets so that clients have peace of mind knowing their accounts are designed in their wishes