High Net Worth Client Care Representative
Current
Aug 2024 - Present
AeroLeads people directory · profile
Aimee Greco Email & Phone Number
High Net Worth Senior Transfer Specialist
at
Vanguard
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
High Net Worth Senior Transfer Specialist
Location
Collegeville, Pennsylvania, United States
Company size
Who is Aimee Greco? Overview
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Quick answer
Aimee Greco is listed as High Net Worth Senior Transfer Specialist at Vanguard, a company with 19280 employees, based in Collegeville, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Aimee Greco.
Aimee Greco previously worked as High Net Worth Client Care Representative at Vanguard and Investment Specialist at Vanguard. Aimee Greco studied at Montgomery County Community College.
Company email context
Email format at Vanguard
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Vanguard
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Profile bio
About Aimee Greco
I bring a unique combination of leadership, customer relationship management, and team development, making me a strong advocate for both clients and colleagues. This skill set has equipped me to thrive in fast-paced environments, train and mentor others, develop effective protocols, and manage high-pressure situations with empathy, composure, and a strong attention to detail.
Current workplace
Aimee Greco's current company
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Vanguard
7 roles
Aimee Greco work experience
A career timeline built from the work history available for this profile.
Investment Specialist
Orders trained client care representative, responsible for assisting clients with various monetary and clerical transactions, account updates, and website walk throughs. Provide investment education, report feedback, and continue to improve the client experience through customer service, researching information and consulting with internal business areas..
Jan 2022 - Aug 2024
Bartender
Current
Tom'S Bar And Grille
Apr 2021 - Present
Assistant Department Manager
Position included but was not limited to, managing employees, training staff, opening the store, day to day operations, working with designers and contractors to acquire the materials needed for large flooring jobs, maintaining relationships with the clients, creating quotes, picking orders, locating inventory, using Salesforce to log calls with clients.
Jan 2021 - Jan 2022
Bartender
Jul 2018 - Mar 2020
Warehouse Associate
Sep 2017 - Jul 2018
Shift Manager
Accountable for overseeing all employees, including the tellers, bar staff and kitchen staff. Responsibilities included, but not limited to, completing daily deposits, pay roll, making the employee’s schedules, monthly inventory of food, beer/liquor, and disposables, ordering of programs, food, beer, liquor & office supplies, running reports, balancing our.
May 2015 - Sep 2017
Team & coworkers
Colleagues at Vanguard
Other employees you can reach at vanguard.com. View company contacts for 19280 employees →
JJ
Jackie Justice
Colleague at VanguardRoyersford, Pennsylvania, United States, United States
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TT
Terry Thomas
Colleague at VanguardAllentown, Pennsylvania, United States, United States
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LM
Lisa Mettler
Colleague at VanguardCave Creek, Arizona, United States, United States
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JP
John P. Taylor, Cfp®
Colleague at VanguardPhiladelphia, Pennsylvania, United States, United States
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BJ
Breianna Johnson
Colleague at VanguardPhiladelphia, Pennsylvania, United States, United States
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AG
Anne-Marie Gilliam, Cfp®
Colleague at VanguardCharlotte, North Carolina, United States, United States
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AK
Abhijit Kanade
Colleague at VanguardMalvern, Pennsylvania, United States, United States
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JB
Justin Brantley
Colleague at VanguardGreater Phoenix Area, United States
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CG
Cynthia Grant
Colleague at VanguardMalvern, Pennsylvania, United States, United States
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UK
Uriel Knopf
Colleague at VanguardKing Of Prussia, Pennsylvania, United States, United States
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Jackie Justice
Colleague at VanguardRoyersford, Pennsylvania, United States, United States
View →
TT
Terry Thomas
Colleague at VanguardAllentown, Pennsylvania, United States, United States
View →
LM
Lisa Mettler
Colleague at VanguardCave Creek, Arizona, United States, United States
View →
JP
John P. Taylor, Cfp®
Colleague at VanguardPhiladelphia, Pennsylvania, United States, United States
View →
BJ
Breianna Johnson
Colleague at VanguardPhiladelphia, Pennsylvania, United States, United States
View →
AG
Anne-Marie Gilliam, Cfp®
Colleague at VanguardCharlotte, North Carolina, United States, United States
View →
AK
Abhijit Kanade
Colleague at VanguardMalvern, Pennsylvania, United States, United States
View →
JB
Justin Brantley
Colleague at VanguardGreater Phoenix Area, United States
View →
CG
Cynthia Grant
Colleague at VanguardMalvern, Pennsylvania, United States, United States
View →
UK
Uriel Knopf
Colleague at VanguardKing Of Prussia, Pennsylvania, United States, United States
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2 education records
Aimee Greco education
Education record
Education record
FAQ
Frequently asked questions about Aimee Greco
Quick answers generated from the profile data available on this page.
What company does Aimee Greco work for?
Aimee Greco works for Vanguard.
What is Aimee Greco's role at Vanguard?
Aimee Greco is listed as High Net Worth Senior Transfer Specialist at Vanguard.
Where is Aimee Greco based?
Aimee Greco is based in Collegeville, Pennsylvania, United States while working with Vanguard.
What companies has Aimee Greco worked for?
Aimee Greco has worked for Vanguard, Tom'S Bar And Grille, Floor And Decor, Westover Country Club, and Essendant.
Who are Aimee Greco's colleagues at Vanguard?
Aimee Greco's colleagues at Vanguard include Jackie Justice, Terry Thomas, Lisa Mettler, John P. Taylor, Cfp®, and Breianna Johnson.
How can I contact Aimee Greco?
You can use AeroLeads to view verified contact signals for Aimee Greco at Vanguard, including work email, phone, and LinkedIn data when available.
What schools did Aimee Greco attend?
Aimee Greco studied at Montgomery County Community College.
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