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Raaj Gupta, Crpc® is listed as Financial Advisor Manager at Vanguard at Vanguard, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Raaj Gupta, Crpc®.
Raaj Gupta, Crpc® previously worked as Financial Advisor Manager at Vanguard and Regional Manager at Td Ameritrade. Raaj Gupta, Crpc® holds Bachelors Of Science, Business Admin, Mathematical Economics, Physics, Psychology from Bucknell University.
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AeroLeads found 1 current-domain work email signal for Raaj Gupta, Crpc®. Compare company email patterns before reaching out.
I bring with me 20 years of experience and knowledge in the management, banking, retirement, and investment fields having earned the Series 24, 7 and 66 licenses as well as a Chartered Retirement Planning Counselor (CRPC®) designation.My diverse skillset allows me to bring a multi-faceted approach and perspective to investing by utilizing the fields of analytics, management, psychology, and ongoing education to achieve the goals of any client whom puts their trust in me and my team.
Listed skills include Investments, Portfolio Management, Financial Advisory, Retirement, and 5 others.
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A career timeline built from the work history available for this profile.
Valley Forge, PA, US
-Financial advisor manager in charge of coaching, influencing and maintaining operational and growth excellence.-Directly responsible for 11 advisors, indirectly responsible for 80 advisors, while having authority over 600 plus CFP advisors.-Focus on operational, risk, growth and retention objectives in the high net worth department of the Personal.
Omaha, NE, US
Under direction of Regional Director, supervised and coached 8 branch managers across a Tri state area while managing a personal branch as well.
Omaha, NE, US
Omaha, NE, US
Consultant and strategist partnering with individuals and small businesses to better help them understand their financial and investment needs as well as goals. Through this relationship I was able to bring to the client's attention tips, tools, and solutions designed to address the unique desires, situations, and circumstances of each client.
New York, NY, US
High net worth advisor and stockbroker working with extremely affluent individuals and small to middle market businesses to meet all financial and planning needs, short, intermediate, long, and legacy.
New York, New York, US
Responsible for credit analysis, loan approvals, and collections while training others to do the same.
Bentonville, Arkansas, US
While this ended up being gap employment right out of college before I started my career in finance, nothing in this world will give you more perspective nor teach you more about the human condition than being a manager at Wal-Mart. I’m very glad I got to experience this so early in my life.
Other employees you can reach at vanguard.com. View company contacts →
Anthony Krueger
Colleague at Vanguard
Phoenixville, Pennsylvania, United States, United States
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UK
Uriel Knopf
Colleague at Vanguard
King Of Prussia, Pennsylvania, United States, United States
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William Stout
Colleague at Vanguard
Lancaster, Pennsylvania, United States, United States
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Aj Paulson
Colleague at Vanguard
Malvern, Pennsylvania, United States, United States
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Nishitha Addanki
Colleague at Vanguard
Phoenixville, Pennsylvania, United States, United States
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Amanda Centonze
Colleague at Vanguard
Chadds Ford, Pennsylvania, United States, United States
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Maulik Savaliya
Colleague at Vanguard
Surat, Gujarat, India, India
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MT
Mumtaz Teker
Colleague at Vanguard
City Of London, England, United Kingdom, United Kingdom
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MD
Meredith Droba
Colleague at Vanguard
Malvern, Pennsylvania, United States, United States
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MW
Mark Welham
Colleague at Vanguard
Greater Philadelphia, United States
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Quick answers generated from the profile data available on this page.
Raaj Gupta, Crpc® works for Vanguard.
Raaj Gupta, Crpc® is listed as Financial Advisor Manager at Vanguard at Vanguard.
AeroLeads has found 1 work email signal at @vanguard.com for Raaj Gupta, Crpc® at Vanguard.
Raaj Gupta, Crpc® is based in Charlotte, North Carolina, United States while working with Vanguard.
Raaj Gupta, Crpc® has worked for Vanguard, Td Ameritrade, Merrill Lynch, Citifinancial, and Walmart.
Raaj Gupta, Crpc®'s colleagues at Vanguard include Anthony Krueger, Uriel Knopf, William Stout, Aj Paulson, and Nishitha Addanki.
You can use AeroLeads to view verified contact signals for Raaj Gupta, Crpc® at Vanguard, including work email, phone, and LinkedIn data when available.
Raaj Gupta, Crpc® holds Bachelors Of Science, Business Admin, Mathematical Economics, Physics, Psychology from Bucknell University.
Raaj Gupta, Crpc® is listed with skills including Investments, Portfolio Management, Financial Advisory, Retirement, Leadership, Wealth Management, Retirement Planning, and Management.
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