Troy Speller
Client Success Executive at Vanguard
- Role
- Client Success Executive at Vanguard
- Location
- Levittown, PA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Troy Speller
Vanguard is based on a simple but revolutionary idea—that mutual funds should be managed…
Experience
Client Success Executive
Oct 2022 — Present · US
Skills
- Financial Analysis
- New Client Implementation
- Retirement Planning
- Business Analysis
- Written & Oral Presentation Skills
- Communication Skills
- Series 6
- Mutual Funds
- Crm
- Management
- Business Process Improvement
- Great Communications Skills
- Relationship Management
- Time Management
- Project Management
- Financial Services
- 401k
- Manage Client Relationships
- Data Analysis
- Strategic Communications
- Interpersonal Communication Abilities
- Transaction Processing
- Process Improvement
- Leadership
- Business Relationship Management
- Customer Relationship Management (Crm)
- Series 63
- Retirement
- Investment Advisory
- Defined Contribution
- Investments
- People Development
- Critical Thinking
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