Jeff Cappie, Cima®
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Jeff Cappie, Cima® Email & Phone Number

Senior Internal Sales Consultant - Financial Advisor Services at Vanguard at Vanguard
Location: Kennett Square, Pennsylvania, United States 6 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Senior Internal Sales Consultant - Financial Advisor Services at Vanguard
Location
Kennett Square, Pennsylvania, United States
Company size

Who is Jeff Cappie, Cima®? Overview

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Quick answer

Jeff Cappie, Cima® is listed as Senior Internal Sales Consultant - Financial Advisor Services at Vanguard at Vanguard, a company with 19280 employees, based in Kennett Square, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Jeff Cappie, Cima®.

Jeff Cappie, Cima® previously worked as Senior Internal Sales Conultant at Vanguard and Internal Sales Consultant at Vanguard. Jeff Cappie, Cima® holds Bachelor'S Degree, Finance, General from West Chester University Of Pennsylvania.

Company email context

Email format at Vanguard

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Vanguard

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Profile bio

About Jeff Cappie, Cima®

Jeff Cappie, Cima® is a Senior Internal Sales Consultant - Financial Advisor Services at Vanguard at Vanguard.

Current workplace

Jeff Cappie, Cima®'s current company

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Vanguard
Vanguard
Senior Internal Sales Consultant - Financial Advisor Services at Vanguard
valley forge, pennsylvania, united states
Website
Employees
19280
AeroLeads page
6 roles

Jeff Cappie, Cima® work experience

A career timeline built from the work history available for this profile.

Senior Internal Sales Conultant

Current

Malvern, Pennsylvania, United States

Apr 2024 - Present

Internal Sales Consultant

Malvern, Pennsylvania, United States

Jun 2022 - Apr 2024

Sales Development Representative - Financial Advisor Services

Malvern, Pennsylvania, United States

Jun 2021 - Jun 2022

Bdg Money Movement Specialist

Malvern, Pennsylvania

Feb 2020 - Jun 2021

Pi Brokerage Investment Professional

Malvern, Pennsylvania, United States

Aug 2019 - Feb 2020

Insurance Agent

Marlton, New Jersey

Disclosures: 1.‎ Insurance Licensed in: New Jersey ‎2.‎ Disclosure: http://www.mutualofomaha.com/disclosure/‎

Jul 2018 - Dec 2018
Team & coworkers

Colleagues at Vanguard

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2 education records

Jeff Cappie, Cima® education

Diploma Recipient

Kennett High School

Activities and Societies: Marching Band, Soccer, Ski Club president

FAQ

Frequently asked questions about Jeff Cappie, Cima®

Quick answers generated from the profile data available on this page.

What company does Jeff Cappie, Cima® work for?

Jeff Cappie, Cima® works for Vanguard.

What is Jeff Cappie, Cima®'s role at Vanguard?

Jeff Cappie, Cima® is listed as Senior Internal Sales Consultant - Financial Advisor Services at Vanguard at Vanguard.

Where is Jeff Cappie, Cima® based?

Jeff Cappie, Cima® is based in Kennett Square, Pennsylvania, United States while working with Vanguard.

What companies has Jeff Cappie, Cima® worked for?

Jeff Cappie, Cima® has worked for Vanguard and Mutual Of Omaha.

Who are Jeff Cappie, Cima®'s colleagues at Vanguard?

Jeff Cappie, Cima®'s colleagues at Vanguard include Connor Mcguire, Cfp®, Zak Gier, Maya C., Joseph Hudson, and Sai Prakash Gannagouni.

How can I contact Jeff Cappie, Cima®?

You can use AeroLeads to view verified contact signals for Jeff Cappie, Cima® at Vanguard, including work email, phone, and LinkedIn data when available.

What schools did Jeff Cappie, Cima® attend?

Jeff Cappie, Cima® holds Bachelor'S Degree, Finance, General from West Chester University Of Pennsylvania.

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