Verified recordFinancial Services

Dionne McLean

Client Success Executive - Relationship Management at Vanguard

Based in Philadelphia, United States

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Seniority

Other

Department

Other

Location

Philadelphia

Industry

Financial Services

Company size

28K

Contact information

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Email

1 credit

d•••••••@vanguard.com

Phone

5 credits

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Background

About Dionne McLean

Accomplished Client Success Executive with deep tenure and experience in the retirement plan industry. Focused on cultivating strong client relationships. Expertise in assessing clients' needs and developing strategic plans to meet those needs, as well as educating clients on appropriate services available. Help guide client decision making toward implementation of effective business solutions leveraging analytics and industry proven best practices.

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