Zach Macdonald Email & Phone Number

Malvern, Pennsylvania, United States

-Internal Coverage: Provide dedicated support and coverage to Wire House advisors from Merrill Lynch, Morgan Stanley, UBS, and Wells Fargo Advisors, fostering strong relationships and ensuring seamless communication.-Advisor Engagement: Conduct comprehensive demos of Vanguard tools and resources, enabling financial advisors to optimize client outcomes and streamline their workflows.-Financial Planning Expertise: Engage with advisors on key financial planning topics, including Social Security strategies, estimating healthcare costs in retirement, Roth conversions, and family gifting, helping them to address client needs effectively.-Business Growth Support: Assist financial advisors in developing strategies for prospecting and growing their business, offering insights and actionable plans to expand their client base.-Portfolio Analytics: Execute detailed analytics and product comparisons for ETF and mutual fund portfolios, providing advisors with the data-driven insights needed to make informed investment decisions.-Market Access Facilitation: Collaborate with my external partner to secure access to advisor offices that were previously unvisited, broadening the reach and influence of Vanguard’s offerings.

-Worked closely with Financial Advisors to understand their needs, objectives, and preferences- Assisted sales executives with support inquiries, such as obtaining sales literature and conducting portfolio analytics- Recruited top talent for the Sales Development Desk- Provided coverage for the Northeast RIA Hybrid Channel's Territory

Positioned Vanguard products and services based on thorough needs assessments Supported Onboarding by assisting clients with opening new accounts and initiating simple transfersAssisted Vanguard’s Institutional Business

Supported business initiatives through leading the testing efforts for all new system and business initiatives, enhancements, and corporate projects related to Brokerage servicesUtilized Vanguard proprietary software to ensure settlement and trades accurately process for post system elevations for FundAccess, Margin, Options, ETF, and Equity TradingCollaborated with business partners in order to stay up-to-date on all internal and FINRA regulated brokerage changes

Malvern, Pennsylvania

Developed relationships with clients to understand their unique investment needs and position appropriate solutionsCoached and led incoming new hires and contractors on how to successfully perform their daily job tasksAssisted clients from the Educations Savings Group and those enrolled in Personal Advisor Services

Malvern, Pennsylvania

Obtained Series 6 and 63 licenses through Vanguard’s licensing program and instructionPerformed transactions for Vanguard mutual funds and provided investment guidance to enhance client experienceEstablished new accounts for 529 plans and provided investment guidance and plan suitability within the Education Savings GroupLed weekly collaboration meetings to share skills and tactics