Steve Bodwin
Relationship Manager at Vanguard
- Role
- High Net Worth Flagship Relationship Manager at Vanguard
- Location
- Chandler, AZ, US
- LinkedIn followers
- 500 followers
About Steve Bodwin
Financial Services professional with experience in building high performing teams…
Experience
High Net Worth Flagship Relationship Manager
Aug 2011 — Present · Scottsdale, AZ
Education
College for Financial Planning
Asset Management
Cardinal Stritch University
BS, Business Administration
1993 — 1996
Skills
- Sales
- Crm
- Financial Planning
- Forecasting
- Wealth Management
- Business Development
- Financial Advisory
- Leadership
- Finance
- Retirement Plan Consulting
- Strategic Financial Planning
- Management
- Portfolio Management
- Mutual Funds
- Asset Management
- Investments
- Financial Services
- Series 7
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