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David B. is listed as Tax Resolution Specialist | Specialty Brokerage Operations at Vanguard, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for David B..
David B. previously worked as Tax Resolution Specialist at Vanguard and High Net-Worth Client Case Representative | Change of Ownership Team at Vanguard. David B. holds Bachelor'S Degree, Economics from University Of Pennsylvania.
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At Vanguard, I attend to a wide range of our clients’ needs, questions, and concerns about their retail accounts as a registered representative within Vanguard's Personal Investor group. I serve our clients’ needs to the absolute best of my ability while making sure to do so in an efficient and secure manner. During my time here, I have learned extensively about the financial industry and my knowledge of it continues to grow everyday. I am excited to build a strong acumen as I assist Vanguard clients in achieving their investment success. In my spare time, I love to listen to and to produce music acoustically and digitally. I am also a big sports fan. I love to play many different sports such as soccer, football, and basketball. Through academics, music, sports, and service, I have amassed a skill set that I believe will allow me to make extensive contributions both inside outside of the workplace.
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A career timeline built from the work history available for this profile.
Valley Forge, PA, US
As a Tax Resolution Specialist at Vanguard, I employ a Book of Business strategy to take on a broad range of problem resolution cases that deal with our clients' cost basis and tax reporting inquiries. This requires me to identify, to research, and to resolve client issues that can be complex and sensitive in nature. The aim in this role is to deliver.
Valley Forge, PA, US
My main task in this role is to oversee and to manage cases involving inheritance and retail asset transfers for Vanguard retail account holders. This role has helped me build upon the skills that I developed from my previous role, since I deal with scenarios that are relatively more complex in nature. Examples of such scenarios include inheritance.
Valley Forge, PA, US
On Vanguard’s Change of Ownership team, I facilitate asset transfers for the company’s retail account holders. The main tasks that I have in this role involve facilitating asset transfers regarding inheritance. This requires me to assist beneficiaries and executors with the inheritance process for deceased clients that had individual, joint, UTMA/UGMA, and.
Valley Forge, PA, US
As a member of Vanguard’s Foundational Client Services team, I am responsible for addressing general questions that our clients have about the company and their retail accounts. Additionally, I take on matters regarding clients’ general questions and concerns about their tax forms in addition to their issues with logging on to and navigating the personal.
Philadelphia, PA, US
I worked with the director of operations to coordinate and to supervise daily operations. This required me to assist in developing and implementing plans and goals for the department and to ensure the compliance of internal policies maintaining and overseeing the implementation of SOPS in the division. Moreover, I acted as an on-site director by following.
I provided administrative support to professors related to course materials including filing, copying, and scanning documents. In addition to this, I had to arrange space and to handle logistics for department events such as speaker series and social gatherings. Moreover, I helped assist in the shift to their new website by updating, streamlining, and.
Each day I organized items and placed them onto their respective shelves. Moreover, I worked the cash register, maintained the cleanliness of the store, and took care of the pets.
Other employees you can reach at vanguard.com. View company contacts →
Michael Smith
Colleague at Vanguard
Glen Mills, Pennsylvania, United States, United States
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JQ
Joseph Quatrochi
Colleague at Vanguard
Los Angeles, California, United States, United States
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CS
Cheryl Smith, Pmp, Mba, Mis
Colleague at Vanguard
Charlotte, North Carolina, United States, United States
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AM
Amanda Mayer
Colleague at Vanguard
Scottsdale, Arizona, United States, United States
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PM
Patricia M.
Colleague at Vanguard
Chester Springs, Pennsylvania, United States, United States
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BR
Brian Rodin, Mba
Colleague at Vanguard
Greater Philadelphia, United States
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BS
Bruce Smith
Colleague at Vanguard
Scottsdale, Arizona, United States, United States
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RD
Rodrigo De Leon
Colleague at Vanguard
Santo Domingo Este, Santo Domingo, Dominican Republic, Dominican Republic
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JL
Jeff Langford
Colleague at Vanguard
Phoenix, Arizona, United States, United States
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CC
Carl Cogan
Colleague at Vanguard
Bradenton, Florida, United States, United States
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Quick answers generated from the profile data available on this page.
David B. works for Vanguard.
David B. is listed as Tax Resolution Specialist | Specialty Brokerage Operations at Vanguard.
David B. is based in Philadelphia, Pennsylvania, United States while working with Vanguard.
David B. has worked for Vanguard, The Africana Studies Department At The University Of Pennsylvania, Next Level Video, Africana Studies Department Of The University Of Pennsylvania, and Buzzy'S Bow Wow Meow.
David B.'s colleagues at Vanguard include Michael Smith, Joseph Quatrochi, Cheryl Smith, Pmp, Mba, Mis, Amanda Mayer, and Patricia M..
You can use AeroLeads to view verified contact signals for David B. at Vanguard, including work email, phone, and LinkedIn data when available.
David B. holds Bachelor'S Degree, Economics from University Of Pennsylvania.
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