Daniel Rolon

Daniel Rolon Email and Phone Number

Client Relationship Associate @ Vanguard
Huntersville, NC, US
Daniel Rolon's Location
Huntersville, North Carolina, United States, United States
About Daniel Rolon

Hi, my name is Daniel Rolon and I am an aspiring Certified Financial Planner (CFP) currently pursuing my education at Western Carolina University. I am deeply passionate about the financial industry and helping people achieve their financial goals. My dedication to learning and understanding financial planning strategies, as well as my commitment to ethical and responsible financial advice, drives me to pursue a career in this field. I am excited to connect with professionals in the industry and continue learning and growing as a future CFP.

Daniel Rolon's Current Company Details
Vanguard

Vanguard

View
Client Relationship Associate
Huntersville, NC, US
Website:
vanguard.com
Employees:
25515
Daniel Rolon Work Experience Details
  • Vanguard
    Client Relationship Associate
    Vanguard
    Huntersville, Nc, Us
  • Retirement Plan Consulting Group
    Client Relationship Coordinator
    Retirement Plan Consulting Group Oct 2024 - Present
    Charlotte, North Carolina, United States
  • Target
    Gm And Food (General Merchandise, Closing, Fulfillment, Inbound
    Target Jun 2022 - Sep 2024
    Huntersville, North Carolina, United States
  • Tennessee Valley Authority
    Portfolio Manager
    Tennessee Valley Authority Aug 2023 - Jun 2024
    Cullowhee, North Carolina, United States
    As a Portfolio Manager for the Tennessee Valley Authority (TVA) during a competitive team project, I played a crucial role in leading our school team to success. My key responsibilities included: Collaborating with team members to develop and execute strategic financial plans for portfolio management. Conducting detailed financial analyses and market research to inform investment decisions and strategies. Presenting comprehensive reports on portfolio performance and recommendations to judges and stakeholders. Utilizing financial modeling techniques to predict outcomes and optimize portfolio performance. Coordinating with cross-functional team members to ensure cohesive and effective project execution.This competitive environment allowed me to enhance my teamwork, leadership, and analytical skills. My experience at TVA provided me with a robust understanding of financial markets and investment strategies, preparing me for future challenges in the financial industry.

Daniel Rolon Education Details

Frequently Asked Questions about Daniel Rolon

What company does Daniel Rolon work for?

Daniel Rolon works for Vanguard

What is Daniel Rolon's role at the current company?

Daniel Rolon's current role is Client Relationship Associate.

What schools did Daniel Rolon attend?

Daniel Rolon attended Western Carolina University.

Who are Daniel Rolon's colleagues?

Daniel Rolon's colleagues are Taylor Dean, Jonathan Kline, Daniel Pawlishyn, Alycia Marino, Donna Nettleton, Anna Erdogan, Jennifer Peters.

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