AeroLeads people directory · profile
Daniel Rolon Email & Phone Number
Client Relationship Associate
at
Vanguard
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Relationship Associate
Location
Huntersville, North Carolina, United States
Company size
Who is Daniel Rolon? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Rolon is listed as Client Relationship Associate at Vanguard, a with 25515 employees, based in Huntersville, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Daniel Rolon.
Daniel Rolon previously worked as Client Relationship Coordinator at Retirement Plan Consulting Group and GM and Food (General Merchandise, Closing, Fulfillment, Inbound at Target. Daniel Rolon holds Bachelor Of Business Administration - Bba, Financial Planning And Services from Western Carolina University.
Company email context
Email format at Vanguard
This section adds company-level context without repeating Daniel Rolon's masked contact details.
Vanguard
Review company-level records connected to Daniel Rolon before choosing the right outreach path.
Profile bio
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.
Current workplace
Daniel Rolon's current company
Company context helps verify the profile and gives searchers a useful next step.
Vanguard
4 roles
Daniel Rolon work experience
A career timeline built from the work history available for this profile.
Client Relationship Coordinator
Current
Retirement Plan Consulting Group
Oct 2024 - Present
Gm And Food (General Merchandise, Closing, Fulfillment, Inbound
Jun 2022 - Sep 2024
Portfolio Manager
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.
Aug 2023 - Jun 2024
Team & coworkers
Colleagues at Vanguard
Other employees you can reach at vanguard.com. View company contacts for 25515 employees →
JB
Jack Beardslee
Colleague at VanguardPhiladelphia, Pennsylvania, United States
View →
MR
Meghana Reddy
Colleague at VanguardFrisco, Texas, United States
View →
MM
Mike Mastrocola
Colleague at VanguardConshohocken, Pennsylvania, United States
View →
PM
Patrick Milligan
Colleague at VanguardMalvern, Pennsylvania, United States
View →
BM
Brandon Moszkowicz
Colleague at VanguardGreater Philadelphia, United States
View →
KC
Kellianne Culloty
Colleague at VanguardAston, Pennsylvania, United States
View →
RW
Ryan Webster
Colleague at VanguardDowningtown, Pennsylvania, United States
View →
NN
Neha Nagpal
Colleague at VanguardPeoria, Arizona, United States
View →
KK
Kevin Koh
Colleague at VanguardHong Kong Sar, Hong Kong
View →
SD
Sam Drackett
Colleague at VanguardCharlotte, North Carolina, United States
View →
Jack Beardslee
Colleague at VanguardPhiladelphia, Pennsylvania, United States
View →
MR
Meghana Reddy
Colleague at VanguardFrisco, Texas, United States
View →
MM
Mike Mastrocola
Colleague at VanguardConshohocken, Pennsylvania, United States
View →
PM
Patrick Milligan
Colleague at VanguardMalvern, Pennsylvania, United States
View →
BM
Brandon Moszkowicz
Colleague at VanguardGreater Philadelphia, United States
View →
KC
Kellianne Culloty
Colleague at VanguardAston, Pennsylvania, United States
View →
RW
Ryan Webster
Colleague at VanguardDowningtown, Pennsylvania, United States
View →
NN
Neha Nagpal
Colleague at VanguardPeoria, Arizona, United States
View →
KK
Kevin Koh
Colleague at VanguardHong Kong Sar, Hong Kong
View →
SD
Sam Drackett
Colleague at VanguardCharlotte, North Carolina, United States
View →
1 education record
Daniel Rolon education
FAQ
Frequently asked questions about Daniel Rolon
Quick answers generated from the profile data available on this page.
What company does Daniel Rolon work for?
Daniel Rolon works for Vanguard.
What is Daniel Rolon's role at Vanguard?
Daniel Rolon is listed as Client Relationship Associate at Vanguard.
Where is Daniel Rolon based?
Daniel Rolon is based in Huntersville, North Carolina, United States while working with Vanguard.
What companies has Daniel Rolon worked for?
Daniel Rolon has worked for Vanguard, Retirement Plan Consulting Group, Target, and Tennessee Valley Authority.
Who are Daniel Rolon's colleagues at Vanguard?
Daniel Rolon's colleagues at Vanguard include Jack Beardslee, Meghana Reddy, Mike Mastrocola, Patrick Milligan, and Brandon Moszkowicz.
How can I contact Daniel Rolon?
You can use AeroLeads to view verified contact signals for Daniel Rolon at Vanguard, including work email, phone, and LinkedIn data when available.
What schools did Daniel Rolon attend?
Daniel Rolon holds Bachelor Of Business Administration - Bba, Financial Planning And Services from Western Carolina University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Daniel Rolon you were looking for.
View similar profiles
