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Josh Wingerd, Cfp, Caia Email & Phone Number

RIA Key Account Sales Executive at Vanguard at Vanguard
Location: Berwyn, Pennsylvania, United States 5 work roles 3 schools
1 work email found @vanguard.com 1 phone found area 484 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@vanguard.com
Direct phone (484) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Vanguard
Role
RIA Key Account Sales Executive at Vanguard
Location
Berwyn, Pennsylvania, United States
Company size
19280 employees

Who is Josh Wingerd, Cfp, Caia? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Josh Wingerd, Cfp, Caia is listed as RIA Key Account Sales Executive at Vanguard at Vanguard, a company with 19280 employees, based in Berwyn, Pennsylvania, United States. AeroLeads shows a work email signal at vanguard.com, phone signal with area code 484, and a matched LinkedIn profile for Josh Wingerd, Cfp, Caia.

Josh Wingerd, Cfp, Caia previously worked as Key Account Sales Executive at Vanguard and Key Account Sales Executive at Vanguard. Josh Wingerd, Cfp, Caia holds Ba, History from Washington And Lee University.

Company email context

Email format at Vanguard

This section adds company-level context without repeating Josh Wingerd, Cfp, Caia's masked contact details.

*@vanguard.com
71% confidence

AeroLeads found 1 current-domain work email signal for Josh Wingerd, Cfp, Caia. Compare company email patterns before reaching out.

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Profile bio

About Josh Wingerd, Cfp, Caia

Current - Key Account Sales Executive - RIA Aggregators - National RIA teamPast - Key Account Sales Executive - Institutional Asset Managers, TAMPs and Investment Strategists;Sales Manager responsible for wirehouse channel, Vanguard Financial Advisor ServicesSpecialties: ETFs, Institutional Sales, Key Accounts, Sales Management

Listed skills include Series 7, Mutual Funds, Investments, Asset Allocation, and 10 others.

Current workplace

Josh Wingerd, Cfp, Caia's current company

Company context helps verify the profile and gives searchers a useful next step.

Vanguard
Vanguard
RIA Key Account Sales Executive at Vanguard
valley forge, pennsylvania, united states
Website
vanguard.com
Employees
19280
AeroLeads page
Company profile
View company profile Email format
5 roles

Josh Wingerd, Cfp, Caia work experience

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

Key Account Sales Executive

Current
Vanguard

Malvern, Pennsylvania, United States

As part of Vanguard's National RIA team I'm responsible for sales through key account relationships with leading RIA aggregators.

Jan 2021 - Present

Key Account Sales Executive

Vanguard

Valley Forge, PA

Key Account Sales Executive - Institutional Asset Managers, TAMPs and Investment Strategists

Jan 2013 - Jan 2021

Principal

Vanguard

Valley Forge, PA

Sales Manager - National Wirehouse Channel 2007-2012;Key Account Sales executive 2012-2013

Mar 2007 - Dec 2012

Sales Manager

Vanguard

Valley Forge, PA

Eastern Sales Manager - National Wirehouse Channel

Jan 2006 - Feb 2007

Sales Executive

Vanguard

Sales Executive responsible for sales of ETFs to Vanguard's intermediary partners, primarily in the national wirehouse and institutional trading channels.

Jul 2001 - Dec 2005
Team & coworkers

Colleagues at Vanguard

Other employees you can reach at vanguard.com. View company contacts for 19280 employees →

MM Michael Mountain Michael Mountain Colleague at Vanguard Greater Philadelphia, United States, United States View → AL Alan Lovas Alan Lovas Colleague at Vanguard Greater Philadelphia, United States View → AO Abraham Okorodudu Abraham Okorodudu Colleague at Vanguard Philadelphia, Pennsylvania, United States, United States View → MG Mark Ghobrial Mark Ghobrial Colleague at Vanguard Greater Philadelphia, United States, United States View → ED Eric Dennison Eric Dennison Colleague at Vanguard Rock Hill, South Carolina, United States, United States View → SS Shweta Shah Shweta Shah Colleague at Vanguard Malvern, Pennsylvania, United States, United States View → CT Cody Theroux Cody Theroux Colleague at Vanguard Charlotte, North Carolina, United States, United States View → KF Kirsten Foster Kirsten Foster Colleague at Vanguard Scottsdale, Arizona, United States, United States View → AB Amalia Benson Amalia Benson Colleague at Vanguard Brazil, Brazil View → SC Sidi C. Sidi C. Colleague at Vanguard Dallas-Fort Worth Metroplex, United States View →
3 education records

Josh Wingerd, Cfp, Caia education

Cfp Preparatory Program, Cfp

National Endowment For Financial Education

Earned CFP(R) certification.

Caia Charterholder, Alternative Investments

Chartered Alternative Investment Analyst Association

Completed CAIA program focused on private equity, hedge funds, natural resources, real estate, and ESG.

FAQ

Frequently asked questions about Josh Wingerd, Cfp, Caia

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

What company does Josh Wingerd, Cfp, Caia work for?

Josh Wingerd, Cfp, Caia works for Vanguard.

What is Josh Wingerd, Cfp, Caia's role at Vanguard?

Josh Wingerd, Cfp, Caia is listed as RIA Key Account Sales Executive at Vanguard at Vanguard.

What is Josh Wingerd, Cfp, Caia's email address?

AeroLeads has found 1 work email signal at @vanguard.com for Josh Wingerd, Cfp, Caia at Vanguard.

What is Josh Wingerd, Cfp, Caia's phone number?

AeroLeads has found 1 phone signal(s) with area code 484 for Josh Wingerd, Cfp, Caia at Vanguard.

Where is Josh Wingerd, Cfp, Caia based?

Josh Wingerd, Cfp, Caia is based in Berwyn, Pennsylvania, United States while working with Vanguard.

What companies has Josh Wingerd, Cfp, Caia worked for?

Josh Wingerd, Cfp, Caia has worked for Vanguard.

Who are Josh Wingerd, Cfp, Caia's colleagues at Vanguard?

Josh Wingerd, Cfp, Caia's colleagues at Vanguard include Michael Mountain, Alan Lovas, Abraham Okorodudu, Mark Ghobrial, and Eric Dennison.

How can I contact Josh Wingerd, Cfp, Caia?

You can use AeroLeads to view verified contact signals for Josh Wingerd, Cfp, Caia at Vanguard, including work email, phone, and LinkedIn data when available.

What schools did Josh Wingerd, Cfp, Caia attend?

Josh Wingerd, Cfp, Caia holds Ba, History from Washington And Lee University.

What skills is Josh Wingerd, Cfp, Caia known for?

Josh Wingerd, Cfp, Caia is listed with skills including Series 7, Mutual Funds, Investments, Asset Allocation, Asset Management, Etfs, Sales Management, and Sales.

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