Russell Schilt
- Role
- Financial Advisor Manager - Personal Advisor Services at Vanguard
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Russell Schilt
I have over 13 years of experience in the Financial Services Industry, both in advising…
Experience
Financial Advisor Manager - Personal Advisor Services
Mar 2021 — Present
Lead high-performing team of Financial Advisors who advise clients and manage portfolios for Vanguard’s advisor services. Coach and develop advisors in mastering Vanguard’s investment methodology to enroll and retain clients in our service. Support our department’s operation functions, partnering with WFM to ensure efficient scheduling for over 350 advisors. Support additional initiatives including hiring, promotions, and performance management in achieving department goals
Education
W. P. Carey School of Business – Arizona State University
Master of Business Administration - MBA
2020 — 2022
W. P. Carey School of Business – Arizona State University
Bachelor of Science, Finance and Marketing
2007 — 2010
Skills
- Management
- Customer Service
- Analysis
- Leadership
- Crm
- Personal Finance
- Certified Financial Planner
- Time Management
- Social Media Marketing
- Marketing Strategy
- Long-Term Customer Relationships
- Portfolio Management
- Process Improvement
- Sales
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