Michael Gingrich
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Michael Gingrich Email & Phone Number

Client Representative Associate - Retirement Services at Vanguard
Location: Exton, Pennsylvania, United States 6 work roles 4 schools
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Current company
Role
Client Representative Associate - Retirement Services
Location
Exton, Pennsylvania, United States
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Who is Michael Gingrich? Overview

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Michael Gingrich is listed as Client Representative Associate - Retirement Services at Vanguard, a with 19280 employees, based in Exton, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Michael Gingrich.

Michael Gingrich previously worked as Finance Accounting Intern at Assetworks Llc and Overall THON Chair at Alpha Tau Omega Fraternity. Michael Gingrich holds Bachelor Of Science - Bs, Finance And Financial Management Services, 3.84 from Penn State Smeal College Of Business.

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Vanguard

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About Michael Gingrich

Michael Gingrich is a Client Representative Associate - Retirement Services at Vanguard.

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Michael Gingrich's current company

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Vanguard
Vanguard
Client Representative Associate - Retirement Services
valley forge, pennsylvania, united states
Website
Employees
19280
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6 roles

Michael Gingrich work experience

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Client Representative Associate - Retirement Services

Current

Malvern, Pennsylvania, United States

As a client representative within the retirement services department, it is my responsibility to provide knowledge and professional service to Vanguard's millions of retail clients. Our clients have spent their lives building up their fortune for retirement and should be treated with the utmost consideration for their needs. Each day, I assist dozens of clients with distributions, contributions, rollovers, qualified charitable distributions, tax implications, and more from their retirement… Show more As a client representative within the retirement services department, it is my responsibility to provide knowledge and professional service to Vanguard's millions of retail clients. Our clients have spent their lives building up their fortune for retirement and should be treated with the utmost consideration for their needs. Each day, I assist dozens of clients with distributions, contributions, rollovers, qualified charitable distributions, tax implications, and more from their retirement accounts. This role has developed my ability: to think and respond quickly, utilize resources to my advantage, and shape a conversation with effective communication. Show less

Jul 2022 - Present

Finance Accounting Intern

Wayne, Pennsylvania, United States

AssetWorks Fleet Division develops integrated fleet management software to help customers utilize their fleets to their full optimization. During these 12 weeks working at AssetWorks, I gained insight into different aspects of corporate finance and accounting. I worked on a Accounts Receivable project to research, reapply, and refund outstanding customer credits while using OpenAir and Great Plains software. Additionally, I worked on a project to reorganize a spreadsheet for tracking… Show more AssetWorks Fleet Division develops integrated fleet management software to help customers utilize their fleets to their full optimization. During these 12 weeks working at AssetWorks, I gained insight into different aspects of corporate finance and accounting. I worked on a Accounts Receivable project to research, reapply, and refund outstanding customer credits while using OpenAir and Great Plains software. Additionally, I worked on a project to reorganize a spreadsheet for tracking Capitalized Commissions. The final product allowed for better filtering of existing entries as well as automation of new ones. This improvement will save the Finance and Accounting team over an hour of time for each new entry. On top of this, I reconciled 300 aging projects for WIP and Backlog balances by comparing them to the projects' budget, invoice, and recognized revenue. Within this role, I gained valuable experience working with a team and managing multiple assignments at the same time. I greatly enjoyed my work experience. Show less

May 2021 - Nov 2022

Overall Thon Chair

State College, Pennsylvania, United States

I was blessed with the opportunity to lead my organization through a record setting year of fundraising for Penn State THON 2022. THON is the world's largest student-run philanthropy, benefitting childhood cancer care and research. This was a leadership position I had my goal set on since joining the organization my freshman year. In this role, I coordinated new fundraisers and strategized ways to top last year’s fundraising total. These upcoming opportunities were relayed to my organization of… Show more I was blessed with the opportunity to lead my organization through a record setting year of fundraising for Penn State THON 2022. THON is the world's largest student-run philanthropy, benefitting childhood cancer care and research. This was a leadership position I had my goal set on since joining the organization my freshman year. In this role, I coordinated new fundraisers and strategized ways to top last year’s fundraising total. These upcoming opportunities were relayed to my organization of over 100 members through weekly presentations. I can say with immense pride that I helped raise $410,126.59 for struggling children and families impacted by pediatric cancer during my 1-year tenure as chair. For the Kids #FTK Show less

Apr 2021 - May 2022

Front Desk Staff

State College, Pennsylvania, United States

Worked part-time at the Weston Community Center front desk. Weston Community Center is part of White Course Apartments, one of Penn State's on campus apartment complexes.

Feb 2020 - May 2022

Instructor

Downingtown, Pennsylvania, United States

I am an instructor at a local lake boat rental for the past 5 summers. I am responsible for teaching people of all ages and backgrounds how to safely and effectively sail, kayak, paddleboard, and motorboat. This customer service job has given me great communication skills and many hobbies!

Jun 2016 - Aug 2021

Eap Associate

Exton, Pennsylvania, United States

In this 10 week role, I managed the onboarding process of new professional counselors looking to join Health Advocates panel of counselors within the Employee Assistance Program Department. I was in charge of reaching out to the counselors, answering any questions they had, and sorting and uploading their paperwork. I gained valuable communication and time management skills.

Jun 2020 - Aug 2020
Team & coworkers

Colleagues at Vanguard

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4 education records

Michael Gingrich education

Bachelor Of Science - Bs, Finance And Financial Management Services, 3.84

Activities and Societies: Part time job, Alpha Tau Omega Fraternity, Penn State THON, Penn State Fixed Income Association, Project Haiti

Education record

Activities and Societies: Varsity Soccer, DECA Business Case Competition, JV Baseball, Catholic Athletes, Community Service Corps

FAQ

Frequently asked questions about Michael Gingrich

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What company does Michael Gingrich work for?

Michael Gingrich works for Vanguard.

What is Michael Gingrich's role at Vanguard?

Michael Gingrich is listed as Client Representative Associate - Retirement Services at Vanguard.

Where is Michael Gingrich based?

Michael Gingrich is based in Exton, Pennsylvania, United States while working with Vanguard.

What companies has Michael Gingrich worked for?

Michael Gingrich has worked for Vanguard, Assetworks Llc, Alpha Tau Omega Fraternity, Penn State University, and Marsh Creek Watersports.

Who are Michael Gingrich's colleagues at Vanguard?

Michael Gingrich's colleagues at Vanguard include Todd Keeley, Tarun Ayiluri, Mark Zimmerman, Rebecca Katz, and Colleen Richards.

How can I contact Michael Gingrich?

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

What schools did Michael Gingrich attend?

Michael Gingrich holds Bachelor Of Science - Bs, Finance And Financial Management Services, 3.84 from Penn State Smeal College Of Business.

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