Kathleen Mcormond
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Kathleen Mcormond Email & Phone Number

Tax and Wealth Planning Specialist at Vanguard
Location: Greater Philadelphia, United States, United States 6 work roles 4 schools
1 work email found @vanguard.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@vanguard.com
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Current company
Vanguard
Role
Tax and Wealth Planning Specialist
Location
Greater Philadelphia, United States, United States
Company size
19280 employees

Who is Kathleen Mcormond? Overview

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Quick answer

Kathleen Mcormond is listed as Tax and Wealth Planning Specialist at Vanguard, a company with 19280 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Kathleen Mcormond.

Kathleen Mcormond previously worked as Associate Attorney at The Delaware Elder Law Center and Law Clerk at New Castle County Court Of Common Pleas. Kathleen Mcormond holds Master Of Laws - Llm from Villanova University Charles Widger School Of Law.

Company email context

Email format at Vanguard

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{first}_{last}@vanguard.com
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AeroLeads found 1 current-domain work email signal for Kathleen Mcormond. Compare company email patterns before reaching out.

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Profile bio

About Kathleen Mcormond

Kathleen Mcormond is a Tax and Wealth Planning Specialist at Vanguard. She possess expertise in legal research, legal writing, westlaw, lexis, microsoft office and 4 more skills.

Listed skills include Legal Research, Legal Writing, Westlaw, Lexis, and 5 others.

Current workplace

Kathleen Mcormond's current company

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Vanguard
Vanguard
Tax and Wealth Planning Specialist
valley forge, pennsylvania, united states
Website
vanguard.com
Employees
19280
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6 roles

Kathleen Mcormond work experience

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

Tax And Wealth Planning Specialist

Current
Vanguard
Oct 2017 - Present

Associate Attorney

The Delaware Elder Law Center

Wilmington, Delaware

Create and develop estate plans and plans for the protection of assets, including disability planning documents, after assessing the goals and needs of individual clients. Complete and file all necessary documentation for Delaware estate administrations including inventories and accountings, and guide clients through the process of distribution of assets..

Sep 2014 - Oct 2017

Law Clerk

New Castle County Court Of Common Pleas

Wilmington, Delaware

Research and draft judicial opinions and orders. Assist judges with trial preparation. Draft bench memoranda for the civil and civil debt calendars of the court.

Sep 2013 - Aug 2014

Intern

New Castle County Court Of Common Pleas

Wilmington, Delaware

Drafted recommendations on motions submitted to the Court. Drafted opinions for judges. Assisted law clerk in researching and preparing memoranda and other such documents for judicial officers.

Dec 2012 - Apr 2013

Intern

Superior Court Of Delaware, Kent County

Dover, Delaware Area

Drafted memoranda to clerks after researching issues and developing arguments. Attended sentencing hearings, motions, jury selections, and trials. Met with judges to discuss current cases and issues in the law.

Jan 2012 - Dec 2012

Intern

Heckscher Teillon Terrill And Sager, P.C.

Conshohocken, PA

Reviewed, organized, and analyzed client estate and trust files, including tax returns. Created new client files for legal assistants and paralegals. Gained familiarity with rules and protocol for the establishment and maintenance of estates and trusts. Attended client meetings.

Jun 2009 - Jan 2012
Team & coworkers

Colleagues at Vanguard

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

BS Bhavya S Bhavya S Colleague at Vanguard United States, United States View → TP Tyler Park Tyler Park Colleague at Vanguard United States, United States View → CM Connor Mcguire, Cfp® Connor Mcguire, Cfp® Colleague at Vanguard Greater Philadelphia, United States View → AH Alexandra Hojnacki Alexandra Hojnacki Colleague at Vanguard West Chester, Pennsylvania, United States, United States View → SL Sudheer Lingareddy Sudheer Lingareddy Colleague at Vanguard Chester Springs, Pennsylvania, United States, United States View → SK Sarah Kriebel Sarah Kriebel Colleague at Vanguard Sellersville, Pennsylvania, United States, United States View → MK Magdalena Keech Magdalena Keech Colleague at Vanguard United States, United States View → JJ Jackie Justice Jackie Justice Colleague at Vanguard Royersford, Pennsylvania, United States, United States View → QB Quentin Barnes Quentin Barnes Colleague at Vanguard Los Angeles, California, United States, United States View → DH Debbie Huber Debbie Huber Colleague at Vanguard Charlotte, North Carolina, United States, United States View →
4 education records

Kathleen Mcormond education

Doctor Of Law (J.D.)

Widener University School Of Law

Activities and Societies: The Delaware Journal of Corporate Law, Phi Alpha Delta Law Fraternity, Wills for Heroes.Certificate of.

Ba, Sociology, English

Franklin & Marshall College

Activities and Societies: Millport Conservancy, F&M CARES, Putting it Together in the CommunityStudent Liaison for Millport Conservancy..

Education record

Mount Saint Joseph Academy

Activities and Societies: Mock Trial, NAIS Challenge 20/20, Gold Key Club, Cooking Club, Community Service Club, Et Cetera Latin Club.

FAQ

Frequently asked questions about Kathleen Mcormond

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

What company does Kathleen Mcormond work for?

Kathleen Mcormond works for Vanguard.

What is Kathleen Mcormond's role at Vanguard?

Kathleen Mcormond is listed as Tax and Wealth Planning Specialist at Vanguard.

What is Kathleen Mcormond's email address?

AeroLeads has found 1 work email signal at @vanguard.com for Kathleen Mcormond at Vanguard.

Where is Kathleen Mcormond based?

Kathleen Mcormond is based in Greater Philadelphia, United States, United States while working with Vanguard.

What companies has Kathleen Mcormond worked for?

Kathleen Mcormond has worked for Vanguard, The Delaware Elder Law Center, New Castle County Court Of Common Pleas, Superior Court Of Delaware, Kent County, and Heckscher Teillon Terrill And Sager, P.C..

Who are Kathleen Mcormond's colleagues at Vanguard?

Kathleen Mcormond's colleagues at Vanguard include Bhavya S, Tyler Park, Connor Mcguire, Cfp®, Alexandra Hojnacki, and Sudheer Lingareddy.

How can I contact Kathleen Mcormond?

You can use AeroLeads to view verified contact signals for Kathleen Mcormond at Vanguard, including work email, phone, and LinkedIn data when available.

What schools did Kathleen Mcormond attend?

Kathleen Mcormond holds Master Of Laws - Llm from Villanova University Charles Widger School Of Law.

What skills is Kathleen Mcormond known for?

Kathleen Mcormond is listed with skills including Legal Research, Legal Writing, Westlaw, Lexis, Microsoft Office, Microsoft Word, Microsoft Excel, and Social Media.

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