Alexander Cautela
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Alexander Cautela Email & Phone Number

Internal Wholesaler Training and Development Program at Vanguard
Location: Charlotte, North Carolina, United States 7 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Vanguard
Role
Internal Wholesaler Training and Development Program
Location
Charlotte, North Carolina, United States
Company size
25515 employees

Who is Alexander Cautela? Overview

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Quick answer

Alexander Cautela is listed as Internal Wholesaler Training and Development Program at Vanguard, a company with 25515 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Alexander Cautela.

Alexander Cautela previously worked as Individual Financial Consultant at Tiaa and Wealth and Retirement Rotational Associate at Tiaa. Alexander Cautela holds B.S.B.A., Finance, Magna Cum Laude from University Of North Carolina At Charlotte.

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Vanguard

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Profile bio

About Alexander Cautela

I serve as an Individual Financial Consultant, providing tailored advice and guidance to clients on their retirement plans. I leverage my extensive training and licenses—SIE, Series 7 & 66, and state insurance—to deliver effective communication and financial analysis. I also cultivate genuine relationships and trust with clients, empowering them to achieve their retirement goals.My leadership and performance have been recognized through various achievements, such as ranking #1 in referrals at the National Contact Center, co-chairing the Rotational Program Leadership Council, and being featured in TIAA's career materials.Before TIAA, I acquired valuable experience at Amazon and Circle K, where I honed data analysis, market research, and presentation skills. I also volunteered with AmeriCorps, which deepened my passion for helping others and solidified my path toward a career in financial services.

Current workplace

Alexander Cautela's current company

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Vanguard
Vanguard
Internal Wholesaler Training and Development Program
Charlotte, NC, US
Website
vanguard.com
Employees
25515
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7 roles

Alexander Cautela work experience

A career timeline built from the work history available for this profile.

Internal Wholesaler Training And Development Program

Vanguard

Charlotte, NC, US

Individual Financial Consultant

Current
Tiaa

Charlotte, North Carolina, United States

  • Increased client assets by $10.8 million by developing and maintaining a sales pipeline
  • Advise clients on investments, products, IRAs, pensions, annuities, retirement planning and income
  • Drive client acquisition and retention through referrals, asset growth, and advisory solutions
Jan 2024 - Present

Wealth And Retirement Rotational Associate

Tiaa

Charlotte, North Carolina, United States

  • Ranked #1 consultant in the Referral-to-Call metric, adding $28.9 million in assets through 116 referrals
  • Delivered superior service in 2,000+ interactions, achieving a 100% rating in "Voice of the Customer"
  • Leveraged knowledge to deliver retirement solutions, fostering long-term relationships
  • Elected as Chair of the Leadership Council, facilitating professional development and engagement
  • Executed PowerPoint outlining objectives to Directors, showcasing leadership and presentation abilities
  • Provided testimonial for website, highlighting professional satisfaction, program excellence, and culture
Jan 2023 - Apr 2024

Client Relationships Associate

Tiaa

Charlotte, North Carolina, United States

  • Gained exposure to TIAA financial services through projects, training, and cross-functional collaboration
Jun 2022 - Jan 2023

Commercial Real Estate Analyst

Circle K

Charlotte, North Carolina, United States

  • Leveraged Google Earth to geotag 10,000 stores, enabling efficient property research and analytics
  • Transformed data into insights through 39 market reports, data summaries, and presentations
  • Analyzed feasibility of consulting services for process improvements, driving business decisions
  • Researched emerging markets in Africa, supporting strategic acquisitions expanding global footprint
Aug 2021 - Jun 2022

Ship Clerk

Amazon

Charlotte, North Carolina, United States

  • Orchestrated shipment of 430,000 packages per shift, utilizing tracking systems to ensure efficiency
  • Reduced costs by docking of 100 trailers per shift, optimizing utilization and minimizing overtime Enhanced safety and productivity by training 220 associates in duties and OSHA-compliant protocols
  • Proactively addressed challenges through minimizing delays and maximizing customer satisfaction
Aug 2019 - Sep 2020

Corps Member

Americorps Nccc

Sacramento County, California, United States

  • Secured $2.1 million in tax refunds for through preparing and filing 1,500 income tax returns with team
  • Served 1,700 hours including 80 hours of independent service, receiving Segal Education Award
  • Executed diverse, multi-week projects encompassing low-income housing, youth summer camp initiatives, natural disaster response and prevention efforts, and proactive support for nonprofit organizations, including food.
Aug 2018 - Aug 2019
Team & coworkers

Colleagues at Vanguard

Other employees you can reach at vanguard.com. View company contacts for 25515 employees →

KR Kent Rentschler, Cfp®, Mba Kent Rentschler, Cfp®, Mba Colleague at Vanguard Malvern, Pennsylvania, United States, United States View → RS Rushabh Shah Rushabh Shah Colleague at Vanguard King Of Prussia, Pennsylvania, United States, United States View → DW Danielle Wiley Danielle Wiley Colleague at Vanguard Royersford, Pennsylvania, United States, United States View → EF Earl Feddick Earl Feddick Colleague at Vanguard Greater Phoenix Area, United States View → DV Dharmesh Vadher, Csm® Dharmesh Vadher, Csm® Colleague at Vanguard Chester Springs, Pennsylvania, United States, United States View → JM Jacqui Miller Jacqui Miller Colleague at Vanguard Exton, Pennsylvania, United States, United States View → JD John Derr John Derr Colleague at Vanguard Gilbertsville, Pennsylvania, United States, United States View → SS Shweta Shah Shweta Shah Colleague at Vanguard Malvern, Pennsylvania, United States, United States View → NK Nidhi Khanna Nidhi Khanna Colleague at Vanguard Melbourne, Victoria, Australia, Australia View → KC Kartheek C Kartheek C Colleague at Vanguard Malvern, Pennsylvania, United States, United States View →
2 education records

Alexander Cautela education

4.0

Seton Hall Preparatory School

Activities and Societies: National Honor Society, Tuohy Medallion for Academic Excellence, Varsity Hockey, Peer Leader and Ambassador.

FAQ

Frequently asked questions about Alexander Cautela

Quick answers generated from the profile data available on this page.

What company does Alexander Cautela work for?

Alexander Cautela works for Vanguard.

What is Alexander Cautela's role at Vanguard?

Alexander Cautela is listed as Internal Wholesaler Training and Development Program at Vanguard.

Where is Alexander Cautela based?

Alexander Cautela is based in Charlotte, North Carolina, United States while working with Vanguard.

What companies has Alexander Cautela worked for?

Alexander Cautela has worked for Vanguard, Tiaa, Circle K, Amazon, and Americorps Nccc.

Who are Alexander Cautela's colleagues at Vanguard?

Alexander Cautela's colleagues at Vanguard include Kent Rentschler, Cfp®, Mba, Rushabh Shah, Danielle Wiley, Earl Feddick, and Dharmesh Vadher, Csm®.

How can I contact Alexander Cautela?

You can use AeroLeads to view verified contact signals for Alexander Cautela at Vanguard, including work email, phone, and LinkedIn data when available.

What schools did Alexander Cautela attend?

Alexander Cautela holds B.S.B.A., Finance, Magna Cum Laude from University Of North Carolina At Charlotte.

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