Kate Lauer Email & Phone Number
@vanguard.com
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Who is Kate Lauer? Overview
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Kate Lauer is listed as Head of Distribution Strategy at Vanguard, a company with 19280 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Kate Lauer.
Kate Lauer previously worked as Chief Of Staff at Vanguard and Regional Sales Manager - RIA at Vanguard. Kate Lauer holds Bachelor Of Science In Economics (Bse), Economics from The Wharton School.
Email format at Vanguard
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AeroLeads found 1 current-domain work email signal for Kate Lauer. Compare company email patterns before reaching out.
About Kate Lauer
Experienced Sales leader with a demonstrated history of working in the financial services industry. Skilled in Consultative Sales, Coaching, Leadership, Customer Relationship Management (CRM), Mutual Funds, ETFs, and Time Management. Motivated professional with an MBA from Villanova University focused in Finance, Real Estate, and Management and a Bachelor of Science in Economics (BSE) from The Wharton School, University of Pennsylvania.Licenses: FINRA Series 24, 7, 63
Listed skills include Leadership, Microsoft Office, Series 63, Microsoft Word, and 13 others.
Kate Lauer's current company
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Kate Lauer work experience
A career timeline built from the work history available for this profile.
Chief Of Staff
Regional Sales Manager - Ria
Internal Sales Manager
Senior Internal Sales Consultant
Senior internal wholesaler supporting financial advisors in the Broker Dealer channel in Long Island and Manhattan. I support financial advisors in all aspects relating to Vanguard, including relationship management, product support, research, and resources.
Internal Sales Consultant
Internal wholesaler supporting Broker Dealers in Long Island and Lower Manhattan
Inbound Sales Representative
Works with Sales Executives within the Financial Advisor Services group to help support financial advisors in all aspects relating to Vanguard, including, but not limited to: relationship management, product support, research, and resources.
Client Relationship Specialist
Provided clients with investment guidance on IRAs, Individual and Joint Accounts, Trust Accounts, Education Savings Accounts and UGMA/UTMA Accounts. Worked extensively with Vanguard Retail clients who had $500,000-$1 million in Vanguard assets. Built strong investment acumen as well as strengthened my client relationship management skills and leadership.
Agency Solutions Intern
Worked on the Integrated Client Experience team where I assisted in organizing and attending advertising agencies’ pitches to GSK brand teams for new drugs. I also worked extensively with GSK Agency Training Initiative as well as oversaw the Agency Strategic Review initiative from project inception to completion.
Colleagues at Vanguard
Other employees you can reach at vanguard.com. View company contacts for 19280 employees →
Thomas Metz
Colleague at VanguardHavertown, Pennsylvania, United States, United States
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John Belfiore
Colleague at VanguardGilbertsville, Pennsylvania, United States, United States
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Richard Lane
Colleague at VanguardGlendale, Arizona, United States, United States
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Jeff Langford
Colleague at VanguardPhoenix, Arizona, United States, United States
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Tom Mclarge
Colleague at VanguardUnited States, United States
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Rebecca Katz
Colleague at VanguardWilmington, Delaware, United States, United States
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Trey Sanchez
Colleague at VanguardGreater Phoenix Area, United States
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Samaa Moosa
Colleague at VanguardCharlotte, North Carolina, United States, United States
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Sai Varada
Colleague at VanguardIrving, Texas, United States, United States
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David O'Such, Cfa
Colleague at VanguardGreater Philadelphia, United States
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Kate Lauer education
Bachelor Of Science In Economics (Bse), Economics
Master Of Business Administration (M.B.A.), Finance, Real Estate, And Management
Frequently asked questions about Kate Lauer
Quick answers generated from the profile data available on this page.
What company does Kate Lauer work for?
Kate Lauer works for Vanguard.
What is Kate Lauer's role at Vanguard?
Kate Lauer is listed as Head of Distribution Strategy at Vanguard.
What is Kate Lauer's email address?
AeroLeads has found 1 work email signal at @vanguard.com for Kate Lauer at Vanguard.
Where is Kate Lauer based?
Kate Lauer is based in Philadelphia, Pennsylvania, United States while working with Vanguard.
What companies has Kate Lauer worked for?
Kate Lauer has worked for Vanguard and Gsk.
Who are Kate Lauer's colleagues at Vanguard?
Kate Lauer's colleagues at Vanguard include Thomas Metz, John Belfiore, Richard Lane, Jeff Langford, and Tom Mclarge.
How can I contact Kate Lauer?
You can use AeroLeads to view verified contact signals for Kate Lauer at Vanguard, including work email, phone, and LinkedIn data when available.
What schools did Kate Lauer attend?
Kate Lauer holds Bachelor Of Science In Economics (Bse), Economics from The Wharton School.
What skills is Kate Lauer known for?
Kate Lauer is listed with skills including Leadership, Microsoft Office, Series 63, Microsoft Word, Sales Process, Powerpoint, Investments, and Relationship Management.
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