Hunter Spence Email and Phone Number
As a Portfolio Implementation Associate at Vanguard, I collaborate closely with advisors to manage and optimize clients' accounts. My background includes roles as an Instructional Specialist at Arizona State University in Data Science and as a Data Analyst for GreenLeaf Diamonds.I was recently admitted into the Master’s in Finance program at Harvard University. I hold a B.A. in Psychology and Applied Computing from the University of Arizona. Additionally, I completed the Harvard Business School Online program on Business Fundamentals and Financial Technology Bootcamp at Arizona State University.I completed the FINRA General Securities Representative Exam (Series 7), Securities Industry Essentials (SIE), and the NASAA Uniform State Law Examination (Series 63) My diverse experience and education have equipped me with strong skills in finance, data science, and technology. I am eager to connect with professionals and explore opportunities for growth and collaboration.
Vanguard
View- Website:
- vanguard.com
- Employees:
- 25515
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Senior Associate, Advice And Wealth ManagementVanguardScottsdale, Az, Us -
Portfolio Implementation AssociateVanguard May 2024 - PresentScottsdale, Arizona, United States- Registered Representative helping clients with Vanguard related services/products- Inform clients about investment products and retirement accounts- Process client transactions in the securities market- Complete customer account requests- Identify client and account security risk- Registered in all 50 states and 3 major territories -
Instructional SpecialistArizona State University Sep 2023 - Jun 2024Arizona, United States- Managed a Data Science boot camp program. - Helped students succeed in mastering practical skills for real-world data challenges. - Focused on essential technical skills, covering tools like Excel, Python, JavaScript, SQL databases, Tableau, and more. - Students gained hands-on experience, building a strong foundation for success in the field of data visualization. -
Data AnalystGreenleaf Diamonds Llc Dec 2022 - Jun 2023Maui County, Hawaii, United States- Developed visualizations of Sales & Marketing data- Utilized Machine Learning Models to forecast trends- Reported directly to CFO
Hunter Spence Education Details
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Finance -
Psychology; Applied Computing -
Core Credential Of Readiness -
A+ (97%) -
Pre-Medicine/Pre-Medical Studies -
Biology/Biological Sciences, General -
High School Diploma
Frequently Asked Questions about Hunter Spence
What company does Hunter Spence work for?
Hunter Spence works for Vanguard
What is Hunter Spence's role at the current company?
Hunter Spence's current role is Senior Associate, Advice and Wealth Management.
What schools did Hunter Spence attend?
Hunter Spence attended Harvard University, University Of Arizona, Harvard Business School Online, Arizona State University, Santa Barbara City College, University Of Hawaii Maui College, Summit High School.
Who are Hunter Spence's colleagues?
Hunter Spence's colleagues are Evelyn King, Christian Deluccia, Tyler Park, Maya C., Harry W., John Taylor, Lavanya Choudary.
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Hunter Spence
Houston, Tx1accenture.com -
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1 +150382XXXXX
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