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Win Smith Email & Phone Number

Client Administrator at Vanguard
Location: Charlotte, North Carolina, United States 7 work roles 1 school
2 work emails found @vanguard.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email w****@vanguard.com
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Current company
Vanguard
Role
Client Administrator
Location
Charlotte, North Carolina, United States

Who is Win Smith? Overview

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Quick answer

Win Smith is listed as Client Administrator at Vanguard, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Win Smith.

Win Smith previously worked as Sales Development at Mood Media and Portfolio Monitoring, 2009-2010 at Bank Of America. Win Smith holds Ba Economics Management, Economics And Accounting from Ohio Wesleyan University.

Company email context

Email format at Vanguard

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{first}_{last}@vanguard.com
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AeroLeads found 2 current-domain work email signals for Win Smith. Compare company email patterns before reaching out.

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Profile bio

About Win Smith

PROFESSIONAL PROFILEDiverse work experience including, sales, relationship management, and accounting. Strengths include polished presentation skills, responsive customer service, and effective relationship management to develop loyal customer base.

Listed skills include Customer Service, Sales, Relationship Management, Portfolio Management, and 12 others.

Current workplace

Win Smith's current company

Company context helps verify the profile and gives searchers a useful next step.

Vanguard
Vanguard
Client Administrator
Valley Forge, PA
Website
vanguard.com
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7 roles

Win Smith work experience

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

Client Administrator

Current
Vanguard

Valley Forge, Pa, Us

May 2013 - Present

Sales Development

Mood Media

Austin, Tx, Us

•Prospected by phone, to set qualified appointments for 4 account executives in the field. •Averaged 65 outbound calls, to generate an average of 2 appointments per day, utilizing research reports, AE leads, and marketing campaigns. •Provided customer service to Southern California Muzak clients. Proactively contacted client base to deepen relationship.

Mar 2012 - Dec 2012

Portfolio Monitoring, 2009-2010

Bank Of America

Charlotte, Nc, Us

•Monitored a small business loan portfolio to determine risk rating.•Performed risk assessments through evaluation of credit, legal agreements, and financial analysis to determine appropriate course of action. •Managed a distressed small business loan portfolio by contacting business owners to determine best strategy to mitigate risk and maximize profitability for the bank.

Aug 2009 - Jul 2010

Financial Relationship Counselor, 1998 – 2008. Licensed Financial Specialist 1996-1998.

Wachovia Bank/Wachovia Securites Llc

San Francisco, California, Us

•Recognized by Evergreen Mutual Funds for outstanding sales and service for multiple years. On average generated $2.3MM per year in investable assets from 1999-2008•Provided information, recommendations and advice to clients and prospective clients on investment products; made referrals to Financial Advisor Team which generated an average of $2.4MM per year in investable assets from 2004-2008. •Facilitated smooth rollovers of qualified plans to IRA accounts and proactively reached out to my client base to build trust and deepen our relationship. •Provided monthly sales training to our Distribution Services team members from 2004-2008.•Promoted rapidly due to excellent customer relations and development of loyal clientele.•Sold bank deposit products as well as home equity lines of credit and loans.

May 1996 - Dec 2008

Staff Accountant

Greer & Walker, Llp

Charlotte, Nc, Us

Performed corporate audits, handling several accounts concurrently, working closely with clients to obtain and evaluate needed financial information.

Jan 1994 - Jan 1995

Account Executive

Sig-Net Paging Of Charlotte, Inc.

•Sold numeric and alphanumeric pagers to businesses and individuals in Charlotte Region: maintained highest level of customer retention through prompt service and effective problem resolution. Maintained base of over 200 accounts, through cold calls and referrals from customers.

Oct 1992 - Dec 1993

Assistant Operations Manager

Container Corporation Of Carolina

Co-managed fourteen drivers providing waste removal service and provided speedy customer service.

Aug 1991 - Oct 1992
Team & coworkers

Colleagues at Vanguard

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

KJ Kuriakose John Kuriakose John Colleague at VanguardUnited States View → JA Jessica Austin Jessica Austin Colleague at VanguardSavannah, Georgia, United States View → JQ Joseph Quatrochi Joseph Quatrochi Colleague at VanguardLos Angeles, California, United States View → EA Elaine Au Elaine Au Colleague at VanguardWayne, Pennsylvania, United States View → JT John Taylor John Taylor Colleague at VanguardCharlotte, North Carolina, United States View → RH Robert Hempen, Cfp®, Aams® Robert Hempen, Cfp®, Aams® Colleague at VanguardErie, Colorado, United States View → KS Katie Shields Katie Shields Colleague at VanguardMalvern, Pennsylvania, United States View → LH Lynn Haines Lynn Haines Colleague at VanguardPhiladelphia, Pennsylvania, United States View → SB Satnaree Brandon Satnaree Brandon Colleague at VanguardGreater Philadelphia, United States View → FA Frances Alejnikov Frances Alejnikov Colleague at VanguardMalvern, Pennsylvania, United States View →
1 education record

Win Smith education

  • Ohio Wesleyan University
    Ohio Wesleyan University
    Economics And Accounting
FAQ

Frequently asked questions about Win Smith

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

What company does Win Smith work for?

Win Smith works for Vanguard.

What is Win Smith's role at Vanguard?

Win Smith is listed as Client Administrator at Vanguard.

What is Win Smith's email address?

AeroLeads has found 2 work email signals at @vanguard.com for Win Smith at Vanguard.

Where is Win Smith based?

Win Smith is based in Charlotte, North Carolina, United States while working with Vanguard.

What companies has Win Smith worked for?

Win Smith has worked for Vanguard, Mood Media, Bank Of America, Wachovia Bank/Wachovia Securites Llc, and Greer & Walker, Llp.

Who are Win Smith's colleagues at Vanguard?

Win Smith's colleagues at Vanguard include Kuriakose John, Jessica Austin, Joseph Quatrochi, Elaine Au, and John Taylor.

How can I contact Win Smith?

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

What schools did Win Smith attend?

Win Smith holds Ba Economics Management, Economics And Accounting from Ohio Wesleyan University.

What skills is Win Smith known for?

Win Smith is listed with skills including Customer Service, Sales, Relationship Management, Portfolio Management, Credit, Microsoft Office, Microsoft Excel, and Marketing.

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