Julia Fleming Email and Phone Number

• Educates clients on Vanguard products and services through investment guidance conversations• Accurately places stock, ETF, and mutual fund trades• Collaborates with specialty departments (corporate actions, margin, trade support) to address client inquiries involving corporate actions, trade violations, and trade errors• Performs as a team member by actively responding in teams chat and volunteering to facilitate team meetings

• Developed programming for the Boys and Girls Club of the Capital Area • Created, administered, and analyzed a survey measuring program quality and effectiveness • Facilitated a focus group assessing program experience• Organized important findings from survey and focus group into a report