Noah Spence

Noah Spence Email and Phone Number

Financial Advisor Development Program (FADP) Senior Associate @ Vanguard
valley forge, pennsylvania, united states
Noah Spence's Location
Charlotte, North Carolina, United States, United States
About Noah Spence

I am a graduate of The University of Western Carolina with a double major in financial planning and management. Currently, I am working at Vanguard in their Financial Advisor Development Program (FADP) in Charlotte. My passion for learning is demonstrated by being on track for my CFP accreditation. Along with my professional and academic pursuits, I have a keen interest in health and fitness. I am hard-working, a quick learner, team-oriented, and a creative problem-solver.

Noah Spence's Current Company Details
Vanguard

Vanguard

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Financial Advisor Development Program (FADP) Senior Associate
valley forge, pennsylvania, united states
Website:
vanguard.com
Employees:
19280
Noah Spence Work Experience Details
  • Vanguard
    Financial Advisor Development Program (Fadp) Senior Associate
    Vanguard Jun 2024 - Present
    Charlotte, North Carolina, United States
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  • Vanguard
    College To Corporate Advice Intern
    Vanguard May 2023 - Aug 2023
    Charlotte, North Carolina, United States
    • Completed 5-week rotations in the $50k - $500k advice space and the $500k - $5M advice space, gaining hands-on experience with advisors serving clients while actively participating in meetings.• Successfully fulfilled project requirements, including advisor-client role plays, competitive analysis, capstone project, and business investment acumen projects.
    View
  • First Citizens Bank
    Sales And Service Representative ; Summer Intern
    First Citizens Bank May 2022 - Aug 2022
    Murphy, North Carolina, United States
    • Overserved and listened to more than 35+ live client meetings about wealth management• Handled all transactional services, including bank deposits, monetary withdrawals, financial transfers, and other bank transactions• Ensured compliance with all North Carolina State laws and regulations
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Noah Spence Education Details

Frequently Asked Questions about Noah Spence

What company does Noah Spence work for?

Noah Spence works for Vanguard

What is Noah Spence's role at the current company?

Noah Spence's current role is Financial Advisor Development Program (FADP) Senior Associate.

What schools did Noah Spence attend?

Noah Spence attended Western Carolina University, Western Carolina University.

Who are Noah Spence's colleagues?

Noah Spence's colleagues are Lachlan Eager, Naresh V, Syed Hassan, Lisa Mariani Riter, Mba, Cfp®, Harry Schreiber, Jeffrey Smith, Myocean Green.

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