Client Associate - Private Wealth Management
May 2023 - Oct 2024
AeroLeads people directory · profile
Brandon Vance Email & Phone Number
Analyst - Harris Land Company
1 work email found
@vanguard.com
2 phones found area 610
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Role
Analyst - Harris Land Company
Location
Charlotte, North Carolina, United States
Who is Brandon Vance? Overview
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Quick answer
Brandon Vance is listed as Analyst - Harris Land Company based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at vanguard.com, phone signal with area code 610, and a matched LinkedIn profile for Brandon Vance.
Brandon Vance previously worked as Client Associate - Private Wealth Management at Ubs and Wealth Management Client Associate at Bank Of America Merrill Lynch. Brandon Vance holds Bachelor’S Degree, Business Administration And A Concentration In Finance, Junior from Mcdaniel College.
Company email context
Email format at vanguard.com
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{first}_{last}@vanguard.com
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AeroLeads found 1 current-domain work email signal for Brandon Vance. Compare company email patterns before reaching out.
Profile bio
About Brandon Vance
Brandon Vance is a Analyst - Harris Land Company. He is proficient in Spanish and English.
Listed skills include Ability To Work Under Pressure, Adaptability, Business Management Skills, Determination, and 2 others.
9 roles
Brandon Vance work experience
A career timeline built from the work history available for this profile.
Wealth Management Client Associate
Nov 2021 - May 2023
High Net Worth Client Representative - Senior Associate
Aug 2020 - Mar 2021
Private Client Wealth Associate
Working directly with clients in all aspects of client servicing while partnering with Financial Advisors to build their business and support functions such as portfolio analysis, account creation & maintenance.
Sep 2019 - Mar 2020
Senior Associate - Business Analyst
- As a member of the Associate Hiring and Contracting Team (AHCA) I work closely with National Compliance, HR, State Insurance Licensing, and Financial Advisors across AXA• Onboard Financial Advisors at various locations across the country • License, Appoint, Affiliate, Endorse, & Terminate agents employed by AXA• Train other Business Analysts by providing effective strategies necessary for the role• Created new training material for management & improved the efficiency of onboarding
Jun 2018 - Sep 2019
Senior Associate Intern
As part of the Retail Development Initiatives team, I work on various corporate initiatives centered around Recruiting, Diversity, Leadership programs and AXA’s Online Learning Platform. - Maintaining and updating materials for compliance review and approval- Planning, coordinating and executing a yearly event to recognize top company VPs- Utilizing multiple vendors to source resumes - Contacted the top college institutions for Actuarial Science/Insurance majors in order to improve the resume sourcing process- Improved company webpages and documents by utilizing a variety of vendors- Ensure local offices are updated with new recruiting collateral- Working to obtain the necessary licensing for the Insurance industry
Jun 2017 - Aug 2017
Club Associate & Golf Caddy
Cedarbrook Country Club
- Interacted with a diverse group of highly successful individuals, including major corporate CEOs.- Recognized by ownership for strong interpersonal skills and frequently entrusted to assist top members and guests. - Frequently requested by several members, including club manager Al DeColli.- Provided one on one instructions.
May 2016 - Sep 2016
Landscaping
Entrepreneur
- Managed work assignments and transaction processing - Demonstrated ability to consistently multi-task and prioritize - Customer interaction and complete satisfaction leading to repeat business - Business management skills
Jan 2015 - Jan 2016
Assistant To Golf Professional
The Club Of Shannondell & Chadwick'S Restaurant/Bar
- Handling 200-300 Merchandise Transactions - Closing out Financial Statements for Cash Register - Demonstrated excellent customer service skills- Coordinated the workflow of employees to help better the business - Provided personal golf lessons to customers
Jun 2012 - Sep 2015
2 education records
Brandon Vance education
Bachelor’S Degree, Business Administration And A Concentration In Finance, Junior
Ged
Methacton High School
FAQ
Frequently asked questions about Brandon Vance
Quick answers generated from the profile data available on this page.
What is Brandon Vance's role at their current company?
Brandon Vance is listed as Analyst - Harris Land Company.
What is Brandon Vance's email address?
AeroLeads has found 1 work email signal at @vanguard.com for Brandon Vance.
What is Brandon Vance's phone number?
AeroLeads has found 2 phone signal(s) with area code 610 for Brandon Vance.
Where is Brandon Vance based?
Brandon Vance is based in Charlotte, North Carolina, United States.
What companies has Brandon Vance worked for?
Brandon Vance has worked for Ubs, Bank Of America Merrill Lynch, Vanguard, Alliancebernstein, and Axa Us.
How can I contact Brandon Vance?
You can use AeroLeads to view verified contact signals for Brandon Vance, including work email, phone, and LinkedIn data when available.
What schools did Brandon Vance attend?
Brandon Vance holds Bachelor’S Degree, Business Administration And A Concentration In Finance, Junior from Mcdaniel College.
What skills is Brandon Vance known for?
Brandon Vance is listed with skills including Ability To Work Under Pressure, Adaptability, Business Management Skills, Determination, Multi Tasking, and Taking Personal Responsibility.
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