Will McChesney
Client Representative Associate at Vanguard
- Role
- Client Representative Associate at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Will McChesney
Recent Elon University graduate with a major in Finance and a minor in Entrepreneurship…
Experience
Client Representative Associate
Sep 2025 — Present · Charlotte, NC
Participating in comprehensive onboarding and training to build expertise in client service and financial solutions- Preparing for licensing and professional development to support clients effectively and advance in financial services- Collaborating with team members and mentors to develop problem-solving, analytical, and client relationship skills
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