Daniel Rolon Email & Phone Number
Who is Daniel Rolon? Overview
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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.
Email format at Vanguard
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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
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Daniel Rolon work experience
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Client Relationship Coordinator
Current
Gm And Food (General Merchandise, Closing, Fulfillment, Inbound
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.
Colleagues at Vanguard
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Nishitha Addanki
Colleague at VanguardPhoenixville, Pennsylvania, United States
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Nikhil K.
Colleague at VanguardKing Of Prussia, Pennsylvania, United States
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Jack Turchick
Colleague at VanguardGreater Philadelphia, United States
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Tristan Jones
Colleague at VanguardPaoli, Pennsylvania, United States
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Jeffrey Boudin , Mba
Colleague at VanguardNew York, United States
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Amanda Centonze
Colleague at VanguardChadds Ford, Pennsylvania, United States
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Sai Charan Nemalikanti
Colleague at VanguardCincinnati, Ohio, United States
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Jamme Romanoff
Colleague at VanguardGreater Philadelphia, United States
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Lisa Mettler
Colleague at VanguardCave Creek, Arizona, United States
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Mary Ellen Roberts
Colleague at VanguardWest Chester, Pennsylvania, United States
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Daniel Rolon education
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 Nishitha Addanki, Nikhil K., Jack Turchick, Tristan Jones, and Jeffrey Boudin , Mba.
How can I contact Daniel Rolon?
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What schools did Daniel Rolon attend?
Daniel Rolon holds Bachelor Of Business Administration - Bba, Financial Planning And Services from Western Carolina University.
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