Financial Advisor Development Program, Senior Associate
Current
Jun 2024 - Present
AeroLeads people directory · profile
Grace Kellerman Email & Phone Number
Financial Advisor Development Program, Senior Associate
at
Vanguard
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor Development Program, Senior Associate
Location
Greater Philadelphia, United States
Company size
Who is Grace Kellerman? Overview
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Quick answer
Grace Kellerman is listed as Financial Advisor Development Program, Senior Associate at Vanguard, a with 19280 employees, based in Greater Philadelphia, United States. AeroLeads shows a matched LinkedIn profile for Grace Kellerman.
Grace Kellerman previously worked as Student Coordinator for PAL Program at Clemson University and C2C Advice Intern at Vanguard. Grace Kellerman holds Bachelor Of Science - Bs, Finance, 4.0/4.0 from Wilbur O. And Ann Powers College Of Business At Clemson University.
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Email format at Vanguard
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Vanguard
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Profile bio
About Grace Kellerman
Grace Kellerman is a Financial Advisor Development Program, Senior Associate at Vanguard.
Current workplace
Grace Kellerman's current company
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Vanguard
6 roles
Grace Kellerman work experience
A career timeline built from the work history available for this profile.
Student Coordinator For Pal Program
Aug 2023 - May 2024
C2C Advice Intern
- 10 week internship gaining exposure to Vanguard's financial advice department- 5 week MA rotation; 5 week HNW rotation- 3 business acumen group projects on various finance topics (Risk tolerance, FIRE movement, Secure Act 2.0)- 3 Client-Advisor Role Plays - 1 Competitive Analysis project and presentation comparing advertising strategies in the finance industry - 1 Capstone project and presentation building a partial financial plan focusing on retirement- 1 Unenrollment project and presentation analyzing trends for HNW unenrollments
Jun 2023 - Aug 2023
Peer Assisted Learning Leader
- Planed and lead twice weekly collaborative review sessions, supporting undergraduate students in Business Calculus II- Assisted professor with student questions in class
Aug 2022 - May 2023
Barista
Sep 2021 - May 2022
Customer Service Associate
Feb 2021 - Aug 2021
Team & coworkers
Colleagues at Vanguard
Other employees you can reach at vanguard.com. View company contacts for 19280 employees →
SG
Samantha Greco
Colleague at VanguardGreater Phoenix Area, United States
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RV
Rob Vogt
Colleague at VanguardChandler, Arizona, United States
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NB
Nicole B.
Colleague at VanguardGreater Philadelphia, United States
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AW
Azwan Waone
Colleague at VanguardMalaysia
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JB
John Bokoski
Colleague at VanguardDowningtown, Pennsylvania, United States
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KN
Kofi N.
Colleague at VanguardGreater Philadelphia, United States
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LJ
Lorena Johnson
Colleague at VanguardBroomall, Pennsylvania, United States
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MW
Mark Welham
Colleague at VanguardGreater Philadelphia, United States
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DA
David Andersen
Colleague at VanguardAtlanta, Georgia, United States
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CS
Chris Santillo
Colleague at VanguardPottstown, Pennsylvania, United States
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Samantha Greco
Colleague at VanguardGreater Phoenix Area, United States
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RV
Rob Vogt
Colleague at VanguardChandler, Arizona, United States
View →
NB
Nicole B.
Colleague at VanguardGreater Philadelphia, United States
View →
AW
Azwan Waone
Colleague at VanguardMalaysia
View →
JB
John Bokoski
Colleague at VanguardDowningtown, Pennsylvania, United States
View →
KN
Kofi N.
Colleague at VanguardGreater Philadelphia, United States
View →
LJ
Lorena Johnson
Colleague at VanguardBroomall, Pennsylvania, United States
View →
MW
Mark Welham
Colleague at VanguardGreater Philadelphia, United States
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DA
David Andersen
Colleague at VanguardAtlanta, Georgia, United States
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CS
Chris Santillo
Colleague at VanguardPottstown, Pennsylvania, United States
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2 education records
Grace Kellerman education
Bachelor Of Science - Bs, Finance, 4.0/4.0
5.32/5.0
FAQ
Frequently asked questions about Grace Kellerman
Quick answers generated from the profile data available on this page.
What company does Grace Kellerman work for?
Grace Kellerman works for Vanguard.
What is Grace Kellerman's role at Vanguard?
Grace Kellerman is listed as Financial Advisor Development Program, Senior Associate at Vanguard.
Where is Grace Kellerman based?
Grace Kellerman is based in Greater Philadelphia, United States while working with Vanguard.
What companies has Grace Kellerman worked for?
Grace Kellerman has worked for Vanguard, Clemson University, Grace Coffee Company, and Paper Source.
Who are Grace Kellerman's colleagues at Vanguard?
Grace Kellerman's colleagues at Vanguard include Samantha Greco, Rob Vogt, Nicole B., Azwan Waone, and John Bokoski.
How can I contact Grace Kellerman?
You can use AeroLeads to view verified contact signals for Grace Kellerman at Vanguard, including work email, phone, and LinkedIn data when available.
What schools did Grace Kellerman attend?
Grace Kellerman holds Bachelor Of Science - Bs, Finance, 4.0/4.0 from Wilbur O. And Ann Powers College Of Business At Clemson University.
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