Senior Associate, Emerging Leader Development Program
Current• Rotation 1: Personal Investor Fraud Program
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@vanguard.com
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Jonathan Durgana is listed as Senior Associate, Emerging Leader Development Program @ Vanguard at Vanguard, a with 19280 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Jonathan Durgana.
Jonathan Durgana previously worked as Senior Associate, Emerging Leader Development Program at Vanguard and Support Lead at Vanguard. Jonathan Durgana holds Bachelor'S Degree, Finance, General from Indiana University - Kelley School Of Business.
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Jonathan Durgana is a Senior Associate, Emerging Leader Development Program @ Vanguard at Vanguard.
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Scottsdale, Arizona, United States
• Rotation 1: Personal Investor Fraud Program
Scottsdale, Arizona, United States
• Supervise and coaches a team of retirement crew by developing personalized coaching plans to drive Key Performance Indicators (KPIs), as well as Retirement Services Objectives and Key Results (OKRs)• Develop and maintain proficient knowledge of industry best practices and Personal Investor updates to keep pace with an evolving business climate• Collaborates with internal business partners to ensure that crew had proper access and necessary permissions to fulfill their daily tasks• Leads daily team meetings aligned to Vanguard Management Systems to prepare for the day ahead and cascades updates from senior leadership
Scottsdale, Arizona, United States
• Assisted 40+ clients per day with requests pertaining to personal and small business retirement accounts while maintaining key performance indicators daily• Owned complex client situations through multi-touchpoint processes, including working closely with business partners to aid with problem resolution• Coach retirement apprentices for multiple teams to support their development and enhance client experience• Fostered constructive dialogue to encourage team engagement and drive innovative discussions in KPI reviews
Bloomington, Indiana, United States
- Assist in recruitment of new workshop members- Communicate news about the workshop through social media- Network with professionals from top professional sports organizations and agencies
Scottsdale, Arizona, United States
• Made 300-400 scripted outbound cold calls resulting in 4-5 meetings daily with perspective clients• Assisted in preparation of personalized PowerPoint decks based on client materials and statements• Supported financial advisors with acquisition of assets through project management tool and CRM• Attended weekly team meeting covering fundamental and technical analysis of equity positions
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Jean Maher
Colleague at VanguardValley Forge, Pennsylvania, United States
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Sam Drackett
Colleague at VanguardCharlotte, North Carolina, United States
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Sarah Kriebel
Colleague at VanguardSellersville, Pennsylvania, United States
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Samantha Isen
Colleague at VanguardHorsham, Pennsylvania, United States
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Josh Romano
Colleague at VanguardRoyersford, Pennsylvania, United States
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Eric Ramirez
Colleague at VanguardMesa, Arizona, United States
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Mike King
Colleague at VanguardDowningtown, Pennsylvania, United States
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JC
Jill Caffarella
Colleague at VanguardCollegeville, Pennsylvania, United States
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Randy Cooper
Colleague at VanguardPhoenix, Arizona, United States
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Hyndhavi Datla
Colleague at VanguardChester Springs, Pennsylvania, United States
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- Sport Industry Workshop (2020-2022) - Dean's Council Scholar - Hudson & Holland Scholar - Dean's Scholar
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Jonathan Durgana works for Vanguard.
Jonathan Durgana is listed as Senior Associate, Emerging Leader Development Program @ Vanguard at Vanguard.
AeroLeads has found 1 work email signal at @vanguard.com for Jonathan Durgana at Vanguard.
Jonathan Durgana is based in Phoenix, Arizona, United States while working with Vanguard.
Jonathan Durgana has worked for Vanguard, Kelley Sports Industry Workshop, Peak Wealth Partners, and Alpha Squared Capital.
Jonathan Durgana's colleagues at Vanguard include Jean Maher, Sam Drackett, Sarah Kriebel, Samantha Isen, and Josh Romano.
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Jonathan Durgana holds Bachelor'S Degree, Finance, General from Indiana University - Kelley School Of Business.
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